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
Wealth.com's New Backers Include Venture Capital Arm of Alphabet
By John ManganaroThe investment validates the firm's efforts to disrupt the estate planning status quo, CEO Rafael Loureiro says.
September 10, 2024
How Advisors Can Help Young Clients Who Lose a SpouseA widow or widower will need compassion, support and care to best manage their financial situation.
September 10, 2024
Commonwealth Partners With Legacy Capitals on HNW Advisor TrainingLegacy Capitals supports advisors with education and consulting on the complex needs of wealthy families.
September 04, 2024
How to Prepare for Higher Tax Brackets in 2026While advisors brace for the potential halving of the estate tax exemption, most taxpayers have a bigger concern.
September 03, 2024
Childfree Planning Turns Traditional Advice on Its HeadPeople without kids are an "underserved, underrepresented and sometimes mistreated population," advisor Jay Zigmont says.
August 30, 2024
4 Steps to Retirement Planning SuccessAn annuity market veteran maps out the road to doing well by doing good.
August 30, 2024
3 Ways Advisors Can Support Business Owner Clients NowToo many feel awful. Help with retirement and succession planning may ease some concerns.
August 28, 2024
Equitable Faces Return of Life Policy Reinstatement ClaimA 2nd Circuit panel found there may be a genuine dispute over how the insurer made a decision.