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
What If Life Insurance Applicants Know They Have Harmful Genes?
By Allison BellThe ALS Association wants to block life insurers from rejecting applicants based on screening test results.
July 11, 2025
When a Client's Child Gets Married, It's Time to TalkPlanning around the happy day presents an opportunity to include adult children in the advisor-client relationship.
July 10, 2025
More Americans Plan to Leave a Bequest; Fewer Expect to Receive OneMany investors have not planned for their financial legacy, Northwestern Mutual reports.
July 09, 2025
How Trump’s Tax and Spending Bill Affects Clients, Small BusinessesIt's critical for advisors to understand the extended, enhanced and entirely new provisions in the legislation.
July 08, 2025
6 Estate Planning Strategies Sparked by Trump’s Budget and Tax BillBusiness owners and highly wealthy clients may have new opportunities to unlock and protect wealth.
July 08, 2025
Trust That These Trusts Have Value in a Higher Rate EnvironmentBill Gates, Warren Buffett and the Waltons have used this type of arrangement, and your UHNW clients can, too.
July 01, 2025
Rep Fined, Suspended for Not Disclosing Outside Business ActivityThe rep was a trustee to the estate of a deceased Cambridge customer without prior notice, FINRA says.
July 01, 2025
Ex-LPL Advisor Suspended After Family Named as Client's BeneficiariesA client designated the advisor's wife as primary beneficiary on six LPL accounts, FINRA says.