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

Who Is Opening Donor-Advised Funds Today?

March 08, 2023

Who Is Opening Donor-Advised Funds Today?
10 Financial Planning Questions a Chatbot Would Never Ask

March 06, 2023

10 Financial Planning Questions a Chatbot Would Never Ask
6 Trust and Will Considerations That Can't Wait

March 02, 2023

6 Trust and Will Considerations That Can't Wait
Estate Planning Wisdom, Passed Down for 300 Years

February 28, 2023

Estate Planning Wisdom, Passed Down for 300 Years
Quiz: Can You Name That Trust?

February 27, 2023

Quiz: Can You Name That Trust?
Collaborative Divorce: How Advisors Can Help Their Clients Split Amicably

February 24, 2023

Collaborative Divorce: How Advisors Can Help Their Clients Split Amicably
Biden's Billionaire Tax Plan Is Doomed, Estate Lawyer Says

February 23, 2023

Biden's Billionaire Tax Plan Is Doomed, Estate Lawyer Says