Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
How a Car Dealership Titan Wrecked a Family Legacy
By John ManganaroInfighting and confusion often replace gratitude and cooperation as significant wealth is grown and shared.
April 14, 2025
Trump Tax Cut Extensions Are Far From a Done DealClients counting on the $14 million estate tax exemption should act now, Mercer’s head of wealth solutions says.
April 02, 2025
Cetera Taps Wealth.com Platform for Enhanced Estate PlanningThe move supplies Cetera’s 12,000 advisors with simplified and modernized legacy planning capabilities for their clients.
March 12, 2025
Trust & Will Secures Another $25M in Venture Capital InvestmentsModerne Ventures led the funding round, which included additional participation by Northwestern Mutual Future Ventures and UBS.
March 12, 2025
Edward Jones Expands Private Client Services for Wealthy HouseholdsThe firm is rolling out an elevated experience for clients with more than $10 million in investable assets.
February 26, 2025
Vanilla Appoints Marketing Head and Chief of StaffJoe Abbott and Hanna Grokenberger Byers are joining after a strong year of platform growth.
February 18, 2025
LPL Unveils Exit Planning Capabilities for Business Owners and CEOsWith 12 million small businesses set to be sold through 2035, such tools are in high demand.
February 11, 2025
Slott, Levine: How to Avoid a Potential Inheritance NightmareFailure to update beneficiary designations can result in big surprises later, the two retirement experts warn.