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
Mariner and Vanilla Strike Estate Planning Deal
By Janet LevauxThe arrangement gives all of the $560 billion RIA’s 700-plus advisors access to the tech firm's platform.
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.
April 02, 2025
Cetera Taps Wealth.com Platform for Enhanced Estate PlanningThe move supplies Cetera’s 12,000 advisors with simplified and modernized legacy planning capabilities for their clients.
March 21, 2025
Form an Opioid Addiction Response Team, Advisor SaysCheryl Canzella knew little about the topic. Then her husband became addicted to painkillers.
March 13, 2025
Why Investors Might Switch Advisors, and Other InsightsDon’t miss ThinkAdvisor’s upcoming webcast on the results of Orion’s 2025 Wealthtech Survey and inaugural investor survey.
March 12, 2025
Trust & Will Secures Another $25M in Venture Capital InvestmentsModerne Ventures led the funding round, which included additional participation by Northwestern Mutual Future Ventures and UBS.
March 12, 2025
Edward Jones Expands Private Client Services for Wealthy HouseholdsThe firm is rolling out an elevated experience for clients with more than $10 million in investable assets.