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
Trust That These Trusts Have Value in a Higher Rate Environment
By Jeff GettyBill Gates, Warren Buffett and the Waltons have used this type of arrangement, and your UHNW clients can, too.
June 25, 2025
Appeals Court Sides With Beneficiary in Guardian Life SuitGuardian waived its right to cancel coverage by continuing to accept premium payments for years, a 5th Circuit panel ruled.
June 18, 2025
Trust as IRA Beneficiary? Avoid These MistakesThis structrure increases the complexities already in place when IRA funds pass upon the original account owner’s death.
June 18, 2025
Trouble in Margaritaville: 7 Reasons Estate Plans Go AwryThe legal fight over Jimmy Buffett’s $275 million estate offers lessons for all of us.
June 10, 2025
12 States With the Highest Average Estate Tax PaymentsIn these states, high-net-worth people who died shared plenty of their wealth with the IRS.
June 09, 2025
Reject an Inheritance? Not Always a Bad IdeaIn certain cases, this strategy can reduce the share of the estate lost to taxes or court judgments.
June 03, 2025
Symetra and Pacific Life Sued Over Annuity Beneficiary ChangesA woman says the moves reduced her death benefits and led to unnecessary taxes.
June 03, 2025
Commonwealth Is Latest Firm to Tap Wealth.com for Estate PlanningThe firm wants to help its advisors attract and retain high-net-worth clients through more specialized services.