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
Ex-LPL Rep Suspended, Fined Over Trades in Deceased Client's Daughters' Accounts
By Melanie WaddellThe rep placed unauthorized trades once the accounts were funded with the proceeds from their father's estate, FINRA says.
November 11, 2025
6 Planning Steps for Clients in Their 30s and 40sClients in this age range are making major life changes while trying to save and invest for the future.
November 10, 2025
Warren Buffett on Old Friends, New Leadership and Fingerprinting Nuns“Indulge me this year as I first reminisce a bit,” the Berkshire CEO, 95, says in a new letter.
November 06, 2025
Indivisible Partners Taps Wealth.com for Estate PlanningThe RIA, founded by Merrill Lynch veterans John Thiel and John Hogarty, has selected Wealth.com as its exclusive provider.
November 06, 2025
Retirement Planning for Clients in Their 50sThere are six critical areas where financial advisors can have a great impact on clients approaching retirement.
November 05, 2025
Half of U.S. Millionaires Think Their Financial Planning Needs ImprovementThose with advisors reported feeling more secure than wealthy counterparts who do not work with one, research finds.
October 30, 2025
Advyzon Latest to Tap Wealth.com for Estate Planning TechThe collaboration will simplify how the 2,400-plus advisors using the platform incorporate estate planning into workflows.
October 28, 2025
Lines Blur Between Estate Planning and RetirementAffluent clients now expect their financial advisors to address both, researcher Steve Parrish says.