Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Estate and Inheritance Taxes in 17 States: 2026
By Michael S. FischerSome clients with assets far below the federal threshold need to plan for these levies, according to the Tax Foundation.
October 14, 2026
IRA Planning for Non-Spouse BeneficiariesRules around inheriting such accounts have drastically changed in recent years.
October 13, 2026
PRO
Charitable Remainder Trusts: Give the Asset, Keep the IncomePairing a CRT with a "wealth replacement" trust unlocks additional benefits for heirs.
October 08, 2026
Vanilla Launches Mobile NotaryThe service brings a vetted notary straight to an advisor's clients.
October 07, 2026
An Estate Planning Roadblock? Don't Blame the LawyersInstead, firms need to master the reconstruction work that happens before a single legal judgment is required.
October 07, 2026
Cresset to Acquire National Advisors TrustThe firm, with $7.7 billion in assets under administration, will continue to operate as an independent trust company.
October 02, 2026
Wealth Enhancement Acquires $22B RWA Wealth PartnersAfter closing, the independent firm will have over $187.1 billion in client advisory, trust and brokerage assets.
October 01, 2026
How Trust Planning Can Address Long-Term CareIf a client needs Medicaid to pay for a nursing home, the right type of trust can preserve assets for heirs.