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
Americans Feel Unprepared to Inherit Money: Survey
By Michael S. FischerRespondents to a New York Life survey also said they had an average $135,000 saved for retirement.
July 05, 2023
Fresh Financial Data May Reveal Unnecessary Life InsuranceSummer can be a good time to look for policy sale opportunities.
July 05, 2023
How an Ex-Goldman Advisor Serves Wealthy Clients in High-Stakes TransitionsOwners of closely held businesses face tremendous challenges when it's time to liquidate their wealth, Gary Hirschberg says.
July 03, 2023
The Planning Skill Set Prized by the Wealthiest ClientsWealthy clients are looking for guidance on how to maximize charitable giving while managing their tax exposure.
July 03, 2023
6 Reasons to Check In With Estate Planning Clients Before Year-EndBig changes in the estate tax framework are coming, and clients with legacy plans have much at stake.
June 29, 2023
8 Reasons Not to Buy an AnnuityA guaranteed stream of lifetime income sounds good, but it might not be the best option for every client.
June 29, 2023
New AI Tool Helps Advisors Offer Estate PlanningWealth.com's Ester legal assistant enables advisors to make estate planning more accessible, cost effective and scalable.
June 21, 2023
8 High-Net-Worth Planning Tips for New GrandparentsAdvisors can help these clients think through gifting strategies like UTMA custodial accounts and generation-skipping trusts.