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 Serve the Complex Needs of the Entire UHNW Family: Wealthspire's Flanagan
By Jane Wollman RusoffYounger generations want to learn how family members amassed wealth and what plans they've envisioned for it, she says.
August 07, 2024
Invest in Others Foundation Revamps Mission, Adds Industry Vets to BoardThe appointments aim to help the organization remain a go-to charitable foundation in the financial services industry.
August 06, 2024
Estate Tax Exemption Clock Is Ticking Even Faster for These Wealthy ClientsPrivate equity owners and investors have complicated moves to make in the coming months.
August 06, 2024
Only a Quarter of Americans Expect to Leave an InheritanceMeanwhile, about 32% of millennials and 38% of Gen Zers expect to receive an inheritance, Northwestern Mutual found.
August 04, 2024
4 Ways to Help Clients With Digital AssetsClients are increasingly looking to financial advisors to safeguard these assets and add them to estate plans.
July 30, 2024
Should Clients Share Wealth Sooner Rather Than Later?Passing on assets during one's lifetime can have big benefits, both psychological and practical.
July 29, 2024
4 Words That Can Cost You Millions in AssetsIf you hear these words when a married female client introduces you, you're at risk of being replaced.
July 25, 2024
How Advisors Can Help Clients Navigate Cognitive DeclineElder abuse is all too common. You can help stop it.