Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Vanilla Upgrades AI Tool With Estate Planning Agents
By Rob BurgessAt Future Proof, CEO Gene Farrell demonstrated how the tool scans client documents and flags planning opportunities.
September 04, 2026
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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
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How Adult Children Affect Gray Marriage Estate PlanningBrett Hina, of Cornerstone Private Wealth, helped an older couple entering marriage redefine the meaning of "fair."
August 27, 2026
Vanilla Launches Tool for Family Access to DocumentsVanilla Safe provides household members with important information in an emergency.
August 12, 2026
Why Client Interest in Trusts Is SoaringIt's up sevenfold over the past decade, a study of calls to lawyers found. Advisors are getting more trust questions too.
August 12, 2026
For a Successful Gray Marriage, Plan for the End at the Beginning"Young couples think love will conquer all," an attorney says, "but gray couples realize careful planning conquers all."
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.