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
Childfree Planning Turns Traditional Advice on Its Head
By Dinah Wisenberg BrinPeople without kids are an "underserved, underrepresented and sometimes mistreated population," advisor Jay Zigmont says.
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.
August 21, 2024
How to Serve the Complex Needs of the Entire UHNW Family: Wealthspire's FlanaganYounger generations want to learn how family members amassed wealth and what plans they've envisioned for it, she says.
August 19, 2024
15 Most Expensive States for Early RetirementIn each of these states, you'd have to be a millionaire to retire at age 50, according to GOBankingRates' research.
August 15, 2024
Vanilla Estate Planning Platform Wins Backing From Edward JonesVanilla aims to use the funding to expand its platform, including embedded AI capabilities.