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
Top 14 Assets Billionaires Plan to Buy More of in 2024: Survey
By Michael S. FischerThe great wealth transfer is on. Here's where billionaires are boosting investment, according to UBS.
December 04, 2023
Wealth.com Names Jamie Hopkins as Strategic AdvisorThe estate planning firm says Hopkins' appointment reflects its efforts to meet the growing needs of advisors and clients.
December 01, 2023
Indexed Products Rule Life Market in Q3The passive investing movement continues to shape clients' insurance products.
November 27, 2023
Don't Overlook Post-Retirement Roth Conversion BenefitsThe need to identify tax-savvy financial planning strategies doesn't disappear once clients stop working.
November 27, 2023
Navigating Life's Toughest MomentsYou can help clients figure out which way to turn.
November 20, 2023
Estate Planning: 5 Seasonal Thoughts on Clients' MindsAs clients celebrate the holidays with family, there's ample time to have important conversations.
November 13, 2023
Helping Business Owners Get the Most Out of Estate PlanningAdvisors can guide clients to ensure that they maximize the value of their business for themselves and heirs.
November 10, 2023
13 New Tax Numbers to Know for 2024The newly released updates to brackets, estate exemptions and more reflect another year of persistent inflation.