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 Close the Planning Implementation Gap
By Robert BattistaThe disconnect creates additional work and can make it harder for clients to understand whether their investments remain aligned.
September 09, 2026
The Wealth Transfer Is a Retention Event You're Already LosingGetting ahead of the trillions set to be passed down is more than a balance sheet to-do item.
September 08, 2026
Protecting Dolly Parton's Estate From Tax Shocks, Conflict and AIEstate planning attorney Nolan James walks advisors through what it takes to preserve a complex legacy.
September 04, 2026
PRO
A Retiree With $5 Million Lived on $100,000 a Year. Here's What Changed.Advisor Charley Corbett helped the retired executive fill crucial planning gaps so she could enjoy her wealth.
September 01, 2026
PRO
How Adult Children Affect Gray Marriage Estate PlanningBrett Hina, of Cornerstone Private Wealth, helped an older couple entering marriage redefine the meaning of "fair."
August 27, 2026
Vanilla Launches Tool for Family Access to DocumentsVanilla Safe provides household members with important information in an emergency.
August 26, 2026
PRO
This Trust Shields Client Assets From Lawsuits, but Is It Worth It?High-net-worth clients may find Cook Islands Trusts attractive, but there are high costs and domestic alternatives.
August 24, 2026
PRO
When Newlyweds Discover They're Not Financially EqualThe wife, 65, had four times the retirement assets of the husband, 75. Here's how advisor Erin O'Brien helped make it work.