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
5 Insurers That Sold the Most Individual Life in Q1
By Allison BellOne big, publicly traded company let sales flow.
May 26, 2026
Carson Group Launches Estate Planning OfferingThe capability is intended to help capture the trillions of dollars in wealth transfer using a more integrated approach.
May 21, 2026
Wealth.com Partners With AcquireUpAdvisors have been asking for education-driven client engagement strategies, according to Tim White, a platform exec.
May 20, 2026
How to Avoid Beneficiary Designation Horror StoriesAdvisors who fail to regularly review these documents with clients may regret it in time.
May 20, 2026
Single Americans Are Financially Confident but Wary About Aging Alone: StudyMany seek support from advisors, Ameriprise Financial finds, and 80% who do report increased assurance in their future.
May 15, 2026
How Merrill Advisors Help Rich Families With Wealth TransfersAdvisors have a crucial role in these sometimes-messy conversations, Merrill Center for Family Wealth head Valerie Galinskaya says.
May 13, 2026
PRO
How to Help Grown Children and Aging Parents With Tough TalksAdvisors "can move a conversation in 30 minutes that a family has avoided for 30 years," planner Jim Crider says.
May 12, 2026
New Bill Seeks to Curb Use of Trusts for Estate Tax DodgingThe Fair Trusts for Fiscal Responsibility Act taxes assets over $50 million in certain types of trusts.