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
10 Things Never to Say When a Client Dies
By Bryce SandersYou want to support their loved ones, but it can be hard to know what to say or do.
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.
November 25, 2025
NASCAR Champ Kyle Busch's Pacific Life Lawsuit Moves to Federal CourtThe race car driver and his wife allege $8.6 million in losses tied to IUL policies.
November 24, 2025
7 Tax-Efficient Ways to Give to Kids This Holiday SeasonThe rules for tax-free gifting to adults are complex, and gifting to minor children brings additional considerations.
November 22, 2025
4 Celebrity Estate Battles We Can All Learn FromSuccessful estate planning is not just about avoiding taxes or keeping things private. It’s about keeping the peace.
November 19, 2025
Ex-LPL Rep Suspended, Fined Over Trades in Deceased Client's Daughters' AccountsThe rep placed unauthorized trades once the accounts were funded with the proceeds from their father's estate, FINRA says.