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
The Estate Is Settled. Your Widowed Client Still Needs You.
By Kathleen M. RehlThe advisor's role only deepens after the paperwork and immediate decisions are behind the client.
August 12, 2026
For a Successful Gray Marriage, Plan for the End at the Beginning"Young couples think love will conquer all," an attorney says, "but gray couples realize careful planning conquers all."
August 11, 2026
When Older Clients Remarry, Prepare for These Planning ChallengesMerging two established financial lives creates complications that aren't usually faced by younger couples.
August 04, 2026
How Lack of Planning Robs Investors of the Retirement They ImaginedRetirees appear to be doing reasonably well, a survey finds, but are not fully living with intention and purpose.
August 03, 2026
The Estate Tax Exemption Cliff Is No More. Now What?Here's what advisors got right before OBBBA and what deserves a second look, according to Oasis Group CEO John O'Connell.
July 29, 2026
Wealth.com Partners With FMG SuiteTim White, the estate and tax planning platform's chief growth officer, describes the collaboration as "incredibly complementary."
July 28, 2026
PRO
Clients Without Children Feel Misunderstood. Here's How They Say Advisors Can Change.A survey by Childfree Trust highlights the disconnect between advisors' assumptions and reality.
July 27, 2026
PRO
Naming a Trust as IRA Beneficiary? Follow 4 Rules to Avoid a Tax Bomb for HeirsFailure to properly structure the trust could result in a compressed payout schedule at a 37% tax rate.