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
9 Services Ultra-Wealthy Clients Want
By Michael S. FischerA large share of the wealthiest investors have needs that advisors aren't meeting, a CEG report finds.
April 22, 2025
Estate Planning for Super-LongevityLiving longer can be a great thing, but it does require additional planning.
April 22, 2025
How a Car Dealership Titan Wrecked a Family LegacyInfighting and confusion often replace gratitude and cooperation as significant wealth is grown and shared.
April 18, 2025
Mariner and Vanilla Strike Estate Planning DealThe arrangement gives all of the $560 billion RIA’s 700-plus advisors access to the tech firm's platform.
April 16, 2025
Schwab Takes Minority Stake in Wealth.comThe AI estate planning platform's CEO calls the deal “the foundation for something much bigger.”
April 14, 2025
Wealth.com Integrates eMoney DataThe collaboration aims to help advisors deliver more accurate and timely estate planning advice.
April 14, 2025
Trump Tax Cut Extensions Are Far From a Done DealClients counting on the $14 million estate tax exemption should act now, Mercer’s head of wealth solutions says.
April 03, 2025
How to Help Clients Prepare for a Possible Estate Tax Exemption SunsetAdvisors and clients should prepare for the possibility that lawmakers' effort to renew the 2017 threshold falls apart.