Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Greater Need, Greater Giving Spell Greater Opportunity for Advisors
By John ManganaroRegistration is open for ThinkAdvisor's June 3 webcast on trends in charitable giving, donor-advised funds and foundations.
April 14, 2025
Trump Tax Cut Extensions Are Far From a Done DealClients counting on the $14 million estate tax exemption should act now, Mercer’s head of wealth solutions says.
March 12, 2025
Trust & Will Secures Another $25M in Venture Capital InvestmentsModerne Ventures led the funding round, which included additional participation by Northwestern Mutual Future Ventures and UBS.
December 31, 2024
Estate Planners Look for Way Out of Connelly ChainsA lawyer says the obvious alternatives to Crown C Supply's arrangement are fine — for a family that never changes.
December 23, 2024
Jamie Hopkins: Clients Will Leave RIAs That Don't Offer This Service“To serve next-generation clients, [advisors] need to offer this,” Bryn Mawr Capital Management's CEO tells ThinkAdvisor.
December 20, 2024
6 Ways to Talk About Estate Planning Over the HolidaysRecognizing that the topic can be emotionally charged, advisors should keep the conversation heading in a positive direction.
August 28, 2024
Equitable Faces Return of Life Policy Reinstatement ClaimA 2nd Circuit panel found there may be a genuine dispute over how the insurer made a decision.
August 22, 2024
Jamie Hopkins Named Chief Wealth Officer of WSFS BankThe former Carson Group executive will direct wealth business initiatives at Bryn Mawr Trust's parent company.