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
What Taylor Swift Had That MC Hammer Didn't: Good Financial Advice
By Jane Wollman RusoffAdvisor Drew Boyer talks ThinkAdvisor through several famous musicians' major financial mistakes — and a few successes.
January 03, 2026
7 Things to Know About Irrevocable Life Insurance TrustsIf you know, you know. If not, you'd better learn.
January 02, 2026
10 Things Never to Say When a Client DiesYou want to support their loved ones, but it can be hard to know what to say or do.
December 23, 2025
FAQ: How Roth Conversions Affect RMDs and Estate PlanningThis retirement planning strategy can reduce future taxes for the client — and their beneficiaries.
December 22, 2025
Trust vs. Family Limited Partnership: Which Is Better for Estate Planning?Here are eight things to consider. according to the Colcom Group.
December 05, 2025
Meet the 2025 Luminaries WinnersThe talented individuals and firms were recognized Thursday at ThinkAdvisor's fifth annual gala event.
December 05, 2025
10 Ways HNW Families Think About Their WealthNorth American families with $5 million or more are optimistic about the economy in 2026, Chubb finds.
November 25, 2025
How to Plan for Single Clients in the Decade Before RetirementThose who are divorced, widowed or never married can face planning challenges that married clients don't.