Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
The Great Wealth Transfer Is Already Underway
By Michael S. FischerAs more boomers choose to make lifetime gifts, the money is starting to flow to younger generations.
June 23, 2026
PRO
Case Study: Guiding a Military Widow Through Finances and TraumaAsset allocation and long-term financial structures aren't necessarily the immediate priority, planner Daniel M. Kopp says.
June 15, 2026
5 Insurers That Sold the Most Individual Life in Q1One big, publicly traded company let sales flow.
May 26, 2026
Carson Group Launches Estate Planning OfferingThe capability is intended to help capture the trillions of dollars in wealth transfer using a more integrated approach.
May 13, 2026
PRO
How to Help Grown Children and Aging Parents With Tough TalksAdvisors "can move a conversation in 30 minutes that a family has avoided for 30 years," planner Jim Crider says.
May 05, 2026
Employees Use Digital Tools More Often but Still Prefer Human AdviceWorkers value tailored guidance that aligns with their personal goals, reassures them and builds their confidence, UBS reports.
May 05, 2026
Suit Claims Morgan Stanley, Advisor Aided Financial Abuse of Former BNY ExecThe wirehouse enabled Joseph A. Grimaldi's son to raid his assets, his widow and daughter allege.
April 30, 2026
Equitable Faces Suit Over Life Policy Beneficiary Change RequestA widow says the company's delays kept her husband from completing the change before he died.