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
Retirees Worry About Security, Bills: Nationwide
By Michael S. FischerBut the share who have a strategy to protect assets against market risk is growing, Nationwide finds.
July 08, 2024
Genworth Sues Trustee Over Life Insurance Claim DelaysThe insurer wants to avoid having to pay 6% interest on the death benefits for more than 60 days.
July 01, 2024
Life Insurer Asks Court to Free It From Sausage Maker's EstateReliaStar is not sure how Hormel's $425 million acquisition of Capitol Wholesale affected the slicing of benefits.
June 27, 2024
12 States With Biggest Estate Tax BillsNew IRS data could help financial pros find potential demand for life insurance and estate planning.
June 25, 2024
In Wealthy Families, Inheritance Distress Goes Beyond MoneyA common conflict: Who gets to keep sentimental objects and collectibles? What if no one wants them?
June 24, 2024
Nassau Financial Sues Its Insurers for Help With Paying Its Legal BillsThe company wants the insurers to help defend it against a lawsuit related to cost-of-insurance charges.
June 21, 2024
After 25 Years, Schwab Charitable Has a New NameThe new name is intended to reflect how charitable giving has evolved over the decades.
June 21, 2024
Wealth.com Launches Family Office-Inspired Estate Planning ToolsThe new tools are intended to help advisors navigate HNW planning issues like trusts and generation-skipping transfer taxes.