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

Independent Advisor Alliance to Provide Wealth.com's Estate Planning Tool

October 24, 2024

Independent Advisor Alliance to Provide Wealth.com's Estate Planning Tool
Advisors Encourage Clients to Create Estate Plans, but Many Don't Have One

October 23, 2024

Advisors Encourage Clients to Create Estate Plans, but Many Don't Have One
Roth vs. Traditional IRA Investments: Don't Let the Tail Wag the Dog

October 23, 2024

Roth vs. Traditional IRA Investments: Don't Let the Tail Wag the Dog
IRS Reveals New Tax Rates, Deductions for 2025

October 22, 2024

IRS Reveals New Tax Rates, Deductions for 2025
Term Life Applications Rose 14% in September

October 14, 2024

Term Life Applications Rose 14% in September
5 Things Advisors Should Know About the Great Wealth Transfer

October 09, 2024

5 Things Advisors Should Know About the Great Wealth Transfer
4 Big Takeaways From a Year of Podcasting

September 27, 2024

4 Big Takeaways From a Year of Podcasting
Researchers Put Americans' Retirement Literacy to the Test. The Results Weren't Pretty.

September 26, 2024

Researchers Put Americans' Retirement Literacy to the Test. The Results Weren't Pretty.
New Bill Increases Social Security Death Benefit

September 26, 2024

New Bill Increases Social Security Death Benefit
The Tax Cuts and Jobs Act Could Sunset

September 25, 2024

The Tax Cuts and Jobs Act Could Sunset