Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Vanilla Launches Tool for Family Access to Documents
By Dinah Wisenberg BrinVanilla Safe provides household members with important information in an emergency.
July 29, 2026
Wealth.com Partners With FMG SuiteTim White, the estate and tax planning platform's chief growth officer, describes the collaboration as "incredibly complementary."
July 10, 2026
The Great Wealth Transfer Is Already UnderwayAs more boomers choose to make lifetime gifts, the money is starting to flow to younger generations.
June 30, 2026
Nearly 80% of Younger Clients Would Consider Switching Advisors Over Estate Planning: SurveyThe message to the industry, Trust & Will finds, is that such comprehensive planning is a core necessity.
June 24, 2026
PRO
Case Study: Estate Planning When an Heir Faces Mental Health StrugglesAn advisor's emotional intelligence and chairside manner may rival financial knowledge in importance when guiding clients through such scenarios.
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.