Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Vanilla Launches Mobile Notary
By Dinah Wisenberg BrinThe service brings a vetted notary straight to an advisor's clients.
September 25, 2026
PRO
Your Wealthy Clients Might Need More Life Insurance Than They ThinkIt helps to frame the conversation around continuity and stewardship rather than death, says Joey Didier of Summit Financial Group.
September 24, 2026
PRO
Lawyer Says Advisors Are Critical to Estate PlanningThere are four steps to the process, and advisors can play a key role in three of them, David Haughton of Hargrove says.
September 15, 2026
Vanilla Upgrades AI Tool With Estate Planning AgentsAt Future Proof, CEO Gene Farrell demonstrated how the tool scans client documents and flags planning opportunities.
September 15, 2026
PRO
Social Security Survivor Benefits: Claim Now, Switch LaterWith this strategy, a surviving spouse who hasn't yet claimed can receive income while letting their own benefit grow.
September 09, 2026
The Wealth Transfer Is a Retention Event You're Already LosingGetting ahead of the trillions set to be passed down is more than a balance sheet to-do item.
September 04, 2026
PRO
A Retiree With $5 Million Lived on $100,000 a Year. Here's What Changed.Advisor Charley Corbett helped the retired executive fill crucial planning gaps so she could enjoy her wealth.
September 01, 2026
PRO
How Adult Children Affect Gray Marriage Estate PlanningBrett Hina, of Cornerstone Private Wealth, helped an older couple entering marriage redefine the meaning of "fair."