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
6 Reasons Legacy Planning Gets Messy
By John ManganaroFinancial advisors are in a great position to help head off potentially serious family conflicts.
October 17, 2025
Peace of Mind Comes With Estate Planning: SurveyPeople with an estate plan are far less likely to report daily anxiety than those without, Trust & Will finds.
October 15, 2025
This Estate Tax Filing Mistake Can Cost Clients MillionsPortability between spouses is a powerful legal construct in estate planning, but it does not apply automatically.
October 14, 2025
When Clients Move to Florida, Watch Out for These Estate Planning Quirks"There are nuances in Florida law," estate lawyer Tasha Dickinson tells ThinkAdvisor.
October 09, 2025
6 Questions to Ask About Moving Trusts to Low-Tax StatesThere’s a lot to consider when it comes to relocating the entities in order to reduce taxation.
October 08, 2025
Most Boomer Women Have Inherited Wealth: JP MorganBut 93% of women who expect an inheritance say they're not counting on it to achieve their goals.
October 08, 2025
Osaic Taps Vanilla for Estate PlanningOsaic joins the likes of Mariner in deploying Vanilla’s technology-based estate planning tools for its advisor force.
October 06, 2025
Top 10 Occupations on Estate Tax Returns, 2023IRS figures show there's more than one way to reach the ultra-high-net-worth category.