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
How to Avoid Beneficiary Designation Horror Stories
By Rob BurgessAdvisors who fail to regularly review these documents with clients may regret it in time.
May 13, 2026
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How to Help Grown Children and Aging Parents With Tough TalksAdvisors "can move a conversation in 30 minutes that a family has avoided for 30 years," planner Jim Crider says.
May 12, 2026
New Bill Seeks to Curb Use of Trusts for Estate Tax DodgingThe Fair Trusts for Fiscal Responsibility Act taxes assets over $50 million in certain types of trusts.
May 05, 2026
Employees Use Digital Tools More Often but Still Prefer Human AdviceWorkers value tailored guidance that aligns with their personal goals, reassures them and builds their confidence, UBS reports.
May 05, 2026
Suit Claims Morgan Stanley, Advisor Aided Financial Abuse of Former BNY ExecThe wirehouse enabled Joseph A. Grimaldi's son to raid his assets, his widow and daughter allege.
April 30, 2026
Equitable Faces Suit Over Life Policy Beneficiary Change RequestA widow says the company's delays kept her husband from completing the change before he died.
April 24, 2026
Creditor Protection Trust Fails Under Court ScrutinyA recently decided case underscores the importance of understanding states' limitations around shielding assets.
April 16, 2026
Wealth.com Raises $65M, Adds Dynasty as InvestorExisting investors like Schwab, Citi Ventures and Google Ventures also participated in the Series B funding round.