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
What Clients Should Know About Buying a Second Home
By Roger WohlnerWhether they're looking for a residence or an investment, there are financing, tax and estate planning issues to consider.
March 17, 2026
Why the Boomer Wealth Transfer Might Not Be So 'Great'A significant portion of the assets' value could evaporate in their distribution, a new white paper argues.
March 13, 2026
Mamdani Wants New York's Estate Tax Threshold Cut 90% to $750,000The New York City mayor also wants to raise the state's top estate tax rate from 16% to 50%.
March 09, 2026
Dynasty, Wealth.com Partner on AI-Powered Estate Planning ToolDynasty advisor partners will be able to deliver "deeper, scenario-based guidance at scale," CEO Shirl Penney says.
March 03, 2026
Wealth.com Names New Head of Private WealthEstate planning attorney Chris Nason's expertise will help the firm build trust with large financial institutions, its CEO says.
March 02, 2026
As Millennial Wealth Grows, the Complexities Are Getting RealAdvisors have an opportunity as this generation starts to inherit real estate, investments, businesses and cash.
February 25, 2026
'Giving While Living' Now Mainstream Among Wealthy Families: ReportAdvisors often hesitate to broach the subject, but many clients are waiting for them to do so.
February 19, 2026
6 Keys to Guiding Families Through Financial CaregivingIn high-net-worth families, decisions involve not just money but privacy, control, family dynamics and legacy.