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
How to Make Large Gifts While Avoiding IRS Triggers
By Robert Bloink and William H. ByrnesGifts can trigger reporting obligations even if they don't approach the lifetime exemption, but some types of gifts are tax-free.
October 29, 2026
PRO
Bob's Life Insurance Flowed the Wrong WayEstate planning attorney Kathleen Pence uses a case study to help clients get things right.
October 28, 2026
What It Takes to Succeed as an Advisor Now: Schwab's BeattyThe head of Schwab Advisor Services identified three key strengths shared by growing firms.
October 26, 2026
PRO
HNW Clients Have Trouble Protecting What They LovePassing down collectibles is a more involved process than many wealthy clients expect, offers Trevor Brody of Hub Private Client.
October 26, 2026
RBC Wealth Adds $1B Group From UBSThe Nepa/Susco Team, based in Pennsylvania, specializes in wealth planning.
October 22, 2026
8 Tips for Clients Receiving a Windfall: Advisors' AdviceA sudden fortune can come with complexity.
October 21, 2026
Trust & Will CEO Bets Big on AI Agents, Warns of Misuse"I genuinely do worry about the predatory opportunities," Cody Barbo tells ThinkAdvisor.
October 20, 2026
Top 15 States for Federal Estate TaxesFor families in these places, the coming tax policy fights in Congress could mean something.