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
Trump Tax Cut Extensions Are Far From a Done Deal
By John ManganaroClients counting on the $14 million estate tax exemption should act now, Mercer’s head of wealth solutions says.
March 21, 2025
Form an Opioid Addiction Response Team, Advisor SaysCheryl Canzella knew little about the topic. Then her husband became addicted to painkillers.
March 13, 2025
Why Investors Might Switch Advisors, and Other InsightsDon’t miss ThinkAdvisor’s upcoming webcast on the results of Orion’s 2025 Wealthtech Survey and inaugural investor survey.
March 12, 2025
Trust & Will Secures Another $25M in Venture Capital InvestmentsModerne Ventures led the funding round, which included additional participation by Northwestern Mutual Future Ventures and UBS.
March 12, 2025
Edward Jones Expands Private Client Services for Wealthy HouseholdsThe firm is rolling out an elevated experience for clients with more than $10 million in investable assets.
March 03, 2025
8 Billionaire Trends Over the Past Decade: UBSBetween 2015 and 2024, the number of global billionaires increased from 1,757 to 2,682, research found.
February 26, 2025
Vanilla Appoints Marketing Head and Chief of StaffJoe Abbott and Hanna Grokenberger Byers are joining after a strong year of platform growth.
February 18, 2025
LPL Unveils Exit Planning Capabilities for Business Owners and CEOsWith 12 million small businesses set to be sold through 2035, such tools are in high demand.