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
Income Annuities Meet Irrevocable Trusts
By Allison BellFor the wealthiest clients, this combination can help establish a stable cash flow for future generations.
July 24, 2025
Why Wealthy Couples Turn to Post-Nups to Clarify Asset DivisionThe agreements, which override a will, can cover matters like inheritances or a joint business, lawyer Steven Goldfeder says.
July 23, 2025
First-Half U.S. Death Count Still 10.6% Higher Than Before COVIDA veteran actuary says she thinks the increase is more than a statistical fluke.
July 23, 2025
House Passes 2 SEC BillsUnder the bills, the SEC would create a senior investor task force and update its small business definition.
July 23, 2025
12 States With the Highest Life Insurance Premium Spending per AdultHigh-ranking states may have a quiet force promoting economic stability for families.
July 23, 2025
7 Ways Business-Owner Clients Can Prep for Natural DisastersNearly one-third of Americans have taken no financial steps to get ready for adverse events, polling shows.
July 21, 2025
6 Ways Estate Planning Can Boost Practice GrowthA new advisor survey suggests that such services support higher referral rates and client satisfaction, among other benefits.
July 18, 2025
What If Life Insurance Applicants Know They Have Harmful Genes?The ALS Association wants to block life insurers from rejecting applicants based on screening test results.