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

Carson Group Acquires Tax-Focused Team, Names Chief Tax Strategist

January 13, 2025

Carson Group Acquires Tax-Focused Team, Names Chief Tax Strategist
Lincoln Financial Hit With Investor Lawsuits in State Court

January 09, 2025

Lincoln Financial Hit With Investor Lawsuits in State Court
What It Takes to Succeed in Advising Wealthy Clients

January 08, 2025

What It Takes to Succeed in Advising Wealthy Clients
Fisher Investments Completes $3B Minority Stake Sale

January 08, 2025

Fisher Investments Completes $3B Minority Stake Sale
American College Launches Donor-Advised Fund Training Program

January 02, 2025

American College Launches Donor-Advised Fund Training Program
Estate Planners Look for Way Out of Connelly Chains

December 31, 2024

Estate Planners Look for Way Out of Connelly Chains
Help Your Clients With This 'Embarrassing' Task Before They Get Married

December 31, 2024

Help Your Clients With This 'Embarrassing' Task Before They Get Married