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
This Retirement Risk Could Eat the Great Wealth Transfer
By Michael S. FischerLimiting investment risk in early retirement can backfire over a 40-year time horizon, a new paper warns.
September 28, 2026
3 Common Mistakes in High-Net-Worth Annuity PlanningOne has to do with focusing too much on the client's own income.
September 25, 2026
PRO
Your Wealthy Clients Might Need More Life Insurance Than They ThinkIt helps to frame the conversation around continuity and stewardship rather than death, says Joey Didier of Summit Financial Group.
September 24, 2026
PRO
Lawyer Says Advisors Are Critical to Estate PlanningThere are four steps to the process, and advisors can play a key role in three of them, David Haughton of Hargrove says.
September 17, 2026
The Key to Peace of Mind About the Future Isn't Wealth"Transition readiness" is more about certain behaviors than about net worth, Fidelity finds.
September 16, 2026
Your Clients Aren't Under-Saving. They're Under-Spending.The bigger risk in most retirement plans is money that never gets used.
September 15, 2026
Vanilla Upgrades AI Tool With Estate Planning AgentsAt Future Proof, CEO Gene Farrell demonstrated how the tool scans client documents and flags planning opportunities.
September 15, 2026
PRO
Social Security Survivor Benefits: Claim Now, Switch LaterWith this strategy, a surviving spouse who hasn't yet claimed can receive income while letting their own benefit grow.