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
eMoney Integrates FP Alpha Estate Planning Capabilities
By John ManganaroThe integration enables advisors to sync client data from eMoney directly into FP Alpha’s estate planning system.
November 10, 2025
Warren Buffett on Old Friends, New Leadership and Fingerprinting Nuns“Indulge me this year as I first reminisce a bit,” the Berkshire CEO, 95, says in a new letter.
November 06, 2025
Indivisible Partners Taps Wealth.com for Estate PlanningThe RIA, founded by Merrill Lynch veterans John Thiel and John Hogarty, has selected Wealth.com as its exclusive provider.
November 06, 2025
Retirement Planning for Clients in Their 50sThere are six critical areas where financial advisors can have a great impact on clients approaching retirement.
November 05, 2025
Half of U.S. Millionaires Think Their Financial Planning Needs ImprovementThose with advisors reported feeling more secure than wealthy counterparts who do not work with one, research finds.
October 30, 2025
Advyzon Latest to Tap Wealth.com for Estate Planning TechThe collaboration will simplify how the 2,400-plus advisors using the platform incorporate estate planning into workflows.
October 28, 2025
Lines Blur Between Estate Planning and RetirementAffluent clients now expect their financial advisors to address both, researcher Steve Parrish says.
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.