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
Naming a Trust as IRA Beneficiary? Follow 4 Rules to Avoid a Tax Bomb for Heirs
By Dinah Wisenberg BrinFailure to properly structure the trust could result in a compressed payout schedule at a 37% tax rate.
July 10, 2026
The Great Wealth Transfer Is Already UnderwayAs more boomers choose to make lifetime gifts, the money is starting to flow to younger generations.
July 07, 2026
Hightower Adds 3 Practices With $5B to Signature Wealth ChannelThe branded RIA unit has grown to $35 billion in AUM since its launch in March 2025.
June 30, 2026
Nearly 80% of Younger Clients Would Consider Switching Advisors Over Estate Planning: SurveyThe message to the industry, Trust & Will finds, is that such comprehensive planning is a core necessity.
June 24, 2026
PRO
Case Study: Estate Planning When an Heir Faces Mental Health StrugglesAn advisor's emotional intelligence and chairside manner may rival financial knowledge in importance when guiding clients through such scenarios.
June 23, 2026
PRO
Case Study: Guiding a Military Widow Through Finances and TraumaAsset allocation and long-term financial structures aren't necessarily the immediate priority, planner Daniel M. Kopp says.
June 22, 2026
Why 'Move to Florida' Is Not a State Tax PlanAdvisors need to help wealthy families understand that state tax residency is more than a question of personal address.
June 17, 2026
PRO
Even With Marriage Equality, LGBTQ+ Clients Have Planning ChallengesMany of these clients do not have children, advisors note, complicating retirement and estate planning.