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
Gateway Financial Partners Adds Wealth.com Estate Planning Tools
By John ManganaroThe tech-driven collaboration enables the firm's advisors to serve clients more comprehensively.
August 21, 2024
How to Serve the Complex Needs of the Entire UHNW Family: Wealthspire's FlanaganYounger generations want to learn how family members amassed wealth and what plans they've envisioned for it, she says.
August 19, 2024
15 Most Expensive States for Early RetirementIn each of these states, you'd have to be a millionaire to retire at age 50, according to GOBankingRates' research.
August 15, 2024
Vanilla Estate Planning Platform Wins Backing From Edward JonesVanilla aims to use the funding to expand its platform, including embedded AI capabilities.
August 07, 2024
Invest in Others Foundation Revamps Mission, Adds Industry Vets to BoardThe appointments aim to help the organization remain a go-to charitable foundation in the financial services industry.
August 06, 2024
Estate Tax Exemption Clock Is Ticking Even Faster for These Wealthy ClientsPrivate equity owners and investors have complicated moves to make in the coming months.
August 06, 2024
Only a Quarter of Americans Expect to Leave an InheritanceMeanwhile, about 32% of millennials and 38% of Gen Zers expect to receive an inheritance, Northwestern Mutual found.
August 04, 2024
4 Ways to Help Clients With Digital AssetsClients are increasingly looking to financial advisors to safeguard these assets and add them to estate plans.