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
Heirs Beware: 42% Spend Inheritance Within a Year, Study Finds
By Dinah Wisenberg BrinNet worth had retreated to pre-inheritance levels, or lower, at the 365-day mark.
March 24, 2026
What Clients Should Know About Buying a Second HomeWhether they're looking for a residence or an investment, there are financing, tax and estate planning issues to consider.
March 24, 2026
Sex Workers as Advice Clients: Nontraditional Livelihoods, Familiar Financial NeedsWith Stripper Financial Planning, Lindsey Swanson serves a market niche that skews younger and faces inherent challenges.
March 18, 2026
Should Your Client Relocate in Retirement?It's important to look at the whole picture — financial and otherwise.
March 17, 2026
Why the Boomer Wealth Transfer Might Not Be So 'Great'A significant portion of the assets' value could evaporate in their distribution, a new white paper argues.
March 13, 2026
Mamdani Wants New York's Estate Tax Threshold Cut 90% to $750,000The New York City mayor also wants to raise the state's top estate tax rate from 16% to 50%.
March 09, 2026
Dynasty, Wealth.com Partner on AI-Powered Estate Planning ToolDynasty advisor partners will be able to deliver "deeper, scenario-based guidance at scale," CEO Shirl Penney says.
March 03, 2026
Wealth.com Names New Head of Private WealthEstate planning attorney Chris Nason's expertise will help the firm build trust with large financial institutions, its CEO says.