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 Wealthy Families Can Learn From a Rock Star’s Estate
By John ManganaroThe basics of what Ozzy Osbourne’s blended family is going through are actually very common, says one attorney.
July 29, 2025
Tax and Investing Pitfalls Greet Americans Who Move to Europe"Certain investing techniques don’t work here," France-based advisor Robert Levitt tells ThinkAdvisor.
July 28, 2025
Income Annuities Meet Irrevocable TrustsFor the wealthiest clients, this combination can help establish a stable cash flow for future generations.
July 25, 2025
Vanilla Granted Patent for Its Estate Planning TechnologySeparately, the firm hired Emily Tran, formerly with Practifi, as its vice president of marketing.
July 25, 2025
12 Top States for Estate and Trust Income TaxesFew have heard of this tax, but it raises about twice as much revenue as the federal estate tax.
July 24, 2025
Why Wealthy Couples Turn to Post-Nups to Clarify Asset DivisionThe agreements, which override a will, can cover matters like inheritances or a joint business, lawyer Steven Goldfeder says.
July 23, 2025
First-Half U.S. Death Count Still 10.6% Higher Than Before COVIDA veteran actuary says she thinks the increase is more than a statistical fluke.
July 23, 2025
House Passes 2 SEC BillsUnder the bills, the SEC would create a senior investor task force and update its small business definition.