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
Suit Claims Morgan Stanley, Advisor Aided Financial Abuse of Former BNY Exec
By Dinah Wisenberg BrinThe wirehouse enabled Joseph A. Grimaldi's son to raid his assets, his widow and daughter allege.
April 16, 2026
Wealth.com Raises $65M, Adds Dynasty as InvestorExisting investors like Schwab, Citi Ventures and Google Ventures also participated in the Series B funding round.
April 15, 2026
Why Trusts Matter More Than You ThinkAsk not whether clients are "rich enough" for a trust, but whether they're prepared for the future they're building.
April 10, 2026
Life Application Activity for 70-Plus Climbs 46%Overall application numbers were up 14% in the first quarter, according to data from MIB Group.
April 07, 2026
Heirs Beware: 42% Spend Inheritance Within a Year, Study FindsNet worth had retreated to pre-inheritance levels, or lower, at the 365-day mark.
April 03, 2026
Modern Wealth Picks Up $1.2B Ex-LPL GroupThe deal is the 20th for the RIA and brings it an office in Florida with seven financial advisors.
April 01, 2026
Trust Sues Voya Over $1.4M Retirement Fund PayoutThe firm issued a check from a deceased employee's 401(k) instead of rolling it over, the complaint claims.
March 24, 2026
What Clients Should Know About Buying a Second HomeWhether they're looking for a residence or an investment, there are financing, tax and estate planning issues to consider.