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
Dynasty, Wealth.com Partner on AI-Powered Estate Planning Tool
By Melanie WaddellDynasty advisor partners will be able to deliver "deeper, scenario-based guidance at scale," CEO Shirl Penney says.
February 25, 2026
'Giving While Living' Now Mainstream Among Wealthy Families: ReportAdvisors often hesitate to broach the subject, but many clients are waiting for them to do so.
February 19, 2026
6 Keys to Guiding Families Through Financial CaregivingIn high-net-worth families, decisions involve not just money but privacy, control, family dynamics and legacy.
February 17, 2026
Tax Time Is Life and Annuity Trust Trap Time, Advisor WarnsHasty decisions about distributions or trustees could break delicate financial machinery.
February 12, 2026
Using Trusts to Minimize State-Level TaxesFor clients expecting large capital gains and other liquidity events, planning opportunities exist.
February 03, 2026
Don't Let Clients Miss These 7 Tax Benefits in 2026These breaks are new for the 2025 tax year, and some are temporary.
February 03, 2026
Where Annuities Fit When You're Selling Up and Selling DownFor a client with relatives to think about, the products can meet both simple and complicated planning needs.
January 28, 2026
Northern Trust Hit With $35M Elder Fraud LawsuitThe lawsuit alleges that Northern Trust's former vice president stole millions from a $20 million legacy trust.