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

There's More to Estate Planning Than Tax Exemptions

November 14, 2024

There's More to Estate Planning Than Tax Exemptions
Trump's Election and 2024 Tax Planning: What's an Uncertain Client to Do?

November 13, 2024

Trump's Election and 2024 Tax Planning: What's an Uncertain Client to Do?
Extending the Estate Tax Exemption: Likely With Trump, But Not a Given

November 08, 2024

Extending the Estate Tax Exemption: Likely With Trump, But Not a Given
Should Clients Change Advisors When They Retire?

November 06, 2024

Should Clients Change Advisors When They Retire?
What Trump's Win Means for Estate Tax Planning

November 06, 2024

What Trump's Win Means for Estate Tax Planning
5 Ways Trump's Election Could Affect Life and Annuity Players

November 06, 2024

5 Ways Trump's Election Could Affect Life and Annuity Players
Where to Find 4 Types of Wealthy Clients

November 05, 2024

Where to Find 4 Types of Wealthy Clients
American College Opens Enrollment for New Tax Certification

November 04, 2024

American College Opens Enrollment for New Tax Certification
Independent Advisor Alliance to Provide Wealth.com's Estate Planning Tool

October 24, 2024

Independent Advisor Alliance to Provide Wealth.com's Estate Planning Tool
Advisors Encourage Clients to Create Estate Plans, but Many Don't Have One

October 23, 2024

Advisors Encourage Clients to Create Estate Plans, but Many Don't Have One