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
Top 10 Occupations on Estate Tax Returns, 2023
By Allison BellIRS figures show there's more than one way to reach the ultra-high-net-worth category.
September 26, 2025
11 Unwritten Rules That Keep People WealthyIf you understand the values of the wealthy, you can help them stay that way.
September 22, 2025
Ex-Wells Fargo Broker Suspended, Fined Over $675K Customer BequestCarol Abdo-Brownsberger provided inaccurate information on her role as a foundation trustee, FINRA says.
September 22, 2025
Here Are the States With Estate or Inheritance Taxes: 2025Only the wealthiest estates pay federal taxes under OBBBA, but several states have levies of their own.
September 17, 2025
How to Protect Estate Plans From Natural DisastersYou thought about tax laws and family psychology. What about floods?
September 10, 2025
New Tax Rules Sweeten the Break on Small-Business Stock, but Watch OutWealthy clients can multiply this benefit by gifting, but the rules are complex, especially when using trusts.
September 05, 2025
Carson's Latest Hires Include Ex-Commonwealth HNW ExecHeather Zack joins the group's private client services team and will report to Dani Fava, chief strategy officer.
September 03, 2025
Pacific Life Leads in Q2 Individual Life SalesAbout half of the premiums from all new sales came from people hoping to accumulate cash.