Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Advyzon Latest to Tap Wealth.com for Estate Planning Tech
By John ManganaroThe collaboration will simplify how the 2,400-plus advisors using the platform incorporate estate planning into workflows.
October 17, 2025
Are Trump Accounts a Good Choice for College Savings?For many families, the new account may be better seen as a supplement to more traditional vehicles.
October 15, 2025
This Estate Tax Filing Mistake Can Cost Clients MillionsPortability between spouses is a powerful legal construct in estate planning, but it does not apply automatically.
October 08, 2025
Osaic Taps Vanilla for Estate PlanningOsaic joins the likes of Mariner in deploying Vanilla’s technology-based estate planning tools for its advisor force.
October 01, 2025
Osaic Secures 'Exclusive License' for Wealth.com's Family Office SuiteThe partnership prioritizes the support of estate planning needs of advisors’ most affluent clients.
September 26, 2025
11 Unwritten Rules That Keep People WealthyIf you understand the values of the wealthy, you can help them stay that way.
September 17, 2025
How to Protect Estate Plans From Natural DisastersYou thought about tax laws and family psychology. What about floods?
September 03, 2025
Pacific Life Leads in Q2 Individual Life SalesAbout half of the premiums from all new sales came from people hoping to accumulate cash.