Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Carson Group Launches Estate Planning Offering
By Melanie WaddellThe capability is intended to help capture the trillions of dollars in wealth transfer using a more integrated approach.
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.
April 10, 2026
Life Application Activity for 70-Plus Climbs 46%Overall application numbers were up 14% in the first quarter, according to data from MIB Group.
April 07, 2026
Heirs Beware: 42% Spend Inheritance Within a Year, Study FindsNet worth had retreated to pre-inheritance levels, or lower, at the 365-day mark.
April 03, 2026
Modern Wealth Picks Up $1.2B Ex-LPL GroupThe deal is the 20th for the RIA and brings it an office in Florida with seven financial advisors.
March 18, 2026
Should Your Client Relocate in Retirement?It's important to look at the whole picture — financial and otherwise.
March 17, 2026
Why the Boomer Wealth Transfer Might Not Be So 'Great'A significant portion of the assets' value could evaporate in their distribution, a new white paper argues.