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
8 Wealth Planning Insights From a Business and Estate Lawyer
By John ManganaroMonique Hayes has seen a lot of things go wrong when wealth changes hands.
March 05, 2024
5 Simple Explanations for Insurance TermsDitching the jargon can help create "aha" moments for prospects.
March 05, 2024
Think the Wealthy Can't Overspend? Think Again.Budgets for ultra-high-net-worth clients will look different, but they are arguably even more important.
March 05, 2024
Mercer Nabs $2.5B UHNW GroupMDK Private Wealth provides services like private banking, aviation and boat advisory work, as well as executive planning.
March 05, 2024
Distributors Expect Life Sales to Grow Faster Than Annuity SalesParticipants in a LIMRA-NAILBA survey think demand for estate and trust services will soar.
March 01, 2024
4 Ways to Help Trust Beneficiaries Feel TrustedTrust fund guardrails can, over time, lead to unintended predicaments for inheritors and their families.
February 29, 2024
SEIA Names New Director of Estate and Tax PlanningApril Rosenberry will be responsible for elevating the client experience and expanding support resources for advisors.
February 29, 2024
5 Ways to Protect Clients' Families Against Disappearance RiskThe story of the couple that went missing on a yacht in Grenada reveals a common planning gap.