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
7 Things to Know About Irrevocable Life Insurance Trusts
By Blake HarrisIf you know, you know. If not, you'd better learn.
December 22, 2025
Trust vs. Family Limited Partnership: Which Is Better for Estate Planning?Here are eight things to consider. according to the Colcom Group.
December 05, 2025
Meet the 2025 Luminaries WinnersThe talented individuals and firms were recognized Thursday at ThinkAdvisor's fifth annual gala event.
December 05, 2025
10 Ways HNW Families Think About Their WealthNorth American families with $5 million or more are optimistic about the economy in 2026, Chubb finds.
November 25, 2025
How to Plan for Single Clients in the Decade Before RetirementThose who are divorced, widowed or never married can face planning challenges that married clients don't.
November 25, 2025
NASCAR Champ Kyle Busch's Pacific Life Lawsuit Moves to Federal CourtThe race car driver and his wife allege $8.6 million in losses tied to IUL policies.
November 24, 2025
7 Tax-Efficient Ways to Give to Kids This Holiday SeasonThe rules for tax-free gifting to adults are complex, and gifting to minor children brings additional considerations.
November 22, 2025
4 Celebrity Estate Battles We Can All Learn FromSuccessful estate planning is not just about avoiding taxes or keeping things private. It’s about keeping the peace.