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
Half of U.S. Millionaires Think Their Financial Planning Needs Improvement
By Michael S. FischerThose with advisors reported feeling more secure than wealthy counterparts who do not work with one, research finds.
October 28, 2025
Here's How Much Americans Hate Talking About MoneyIt's a bigger taboo than politics or religion, Bankrate finds — and that could affect your clients' relationships.
October 27, 2025
6 Reasons Legacy Planning Gets MessyFinancial advisors are in a great position to help head off potentially serious family conflicts.
October 20, 2025
Advisors Win Clients They Want With Estate Planning: Vanilla CEOYears ago, Gene Farrell says, estate planning was seen as the sole purview of attorneys. Not anymore.
October 17, 2025
Are Trump Accounts a Good Choice for College Savings?For many families, the new account may be better seen as a supplement to more traditional vehicles.
October 17, 2025
Peace of Mind Comes With Estate Planning: SurveyPeople with an estate plan are far less likely to report daily anxiety than those without, Trust & Will finds.
October 15, 2025
This Estate Tax Filing Mistake Can Cost Clients MillionsPortability between spouses is a powerful legal construct in estate planning, but it does not apply automatically.
October 14, 2025
When Clients Move to Florida, Watch Out for These Estate Planning Quirks"There are nuances in Florida law," estate lawyer Tasha Dickinson tells ThinkAdvisor.