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
Nearly 80% of Younger Clients Would Consider Switching Advisors Over Estate Planning: Survey
By Michael S. FischerThe message to the industry, Trust & Will finds, is that such comprehensive planning is a core necessity.
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.
June 15, 2026
5 Insurers That Sold the Most Individual Life in Q1One big, publicly traded company let sales flow.
June 04, 2026
After OBBBA, Some Wealthy Clients Have Estate Planning RegretsClients who rushed to give assets to children may be having second thoughts.
May 29, 2026
Will Life Insurance Policies Be the New Annuities?Todd Buchanan wants advisors to think about the families of clients who have investments but no death benefits.
May 26, 2026
Carson Group Launches Estate Planning OfferingThe capability is intended to help capture the trillions of dollars in wealth transfer using a more integrated approach.
May 21, 2026
Wealth.com Partners With AcquireUpAdvisors have been asking for education-driven client engagement strategies, according to Tim White, a platform exec.