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 Advisors Can Help Young Clients Who Lose a Spouse
By Romy PavolotskyA widow or widower will need compassion, support and care to best manage their financial situation.
September 03, 2024
Childfree Planning Turns Traditional Advice on Its HeadPeople without kids are an "underserved, underrepresented and sometimes mistreated population," advisor Jay Zigmont says.
August 30, 2024
4 Steps to Retirement Planning SuccessAn annuity market veteran maps out the road to doing well by doing good.
August 30, 2024
3 Ways Advisors Can Support Business Owner Clients NowToo many feel awful. Help with retirement and succession planning may ease some concerns.
August 28, 2024
Equitable Faces Return of Life Policy Reinstatement ClaimA 2nd Circuit panel found there may be a genuine dispute over how the insurer made a decision.
August 27, 2024
Gateway Financial Partners Adds Wealth.com Estate Planning ToolsThe tech-driven collaboration enables the firm's advisors to serve clients more comprehensively.
August 26, 2024
U.S. Life Application Activity SoarsAmericans ages 71 and older were especially hungry for policies with more than $5 million in death benefits.
August 22, 2024
Jamie Hopkins Named Chief Wealth Officer of WSFS BankThe former Carson Group executive will direct wealth business initiatives at Bryn Mawr Trust's parent company.