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
How One Advisor Fixed a Special-Needs Estate Plan
By Jane Wollman RusoffJeffrey Llewellyn helped his clients ensure their autistic daughter would be supported for life without losing her government benefits.
August 12, 2026
Why Client Interest in Trusts Is SoaringIt's up sevenfold over the past decade, a study of calls to lawyers found. Advisors are getting more trust questions too.
August 12, 2026
For a Successful Gray Marriage, Plan for the End at the Beginning"Young couples think love will conquer all," an attorney says, "but gray couples realize careful planning conquers all."
August 11, 2026
When Older Clients Remarry, Prepare for These Planning ChallengesMerging two established financial lives creates complications that aren't usually faced by younger couples.
August 04, 2026
How Lack of Planning Robs Investors of the Retirement They ImaginedRetirees appear to be doing reasonably well, a survey finds, but are not fully living with intention and purpose.
August 03, 2026
The Estate Tax Exemption Cliff Is No More. Now What?Here's what advisors got right before OBBBA and what deserves a second look, according to Oasis Group CEO John O'Connell.
July 29, 2026
Wealth.com Partners With FMG SuiteTim White, the estate and tax planning platform's chief growth officer, describes the collaboration as "incredibly complementary."
July 28, 2026
PRO
Clients Without Children Feel Misunderstood. Here's How They Say Advisors Can Change.A survey by Childfree Trust highlights the disconnect between advisors' assumptions and reality.