Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
After OBBBA, Some Wealthy Clients Have Estate Planning Regrets
By Rob BurgessClients who rushed to give assets to children may be having second thoughts.
April 15, 2026
Why Trusts Matter More Than You ThinkAsk not whether clients are "rich enough" for a trust, but whether they're prepared for the future they're building.
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.
February 12, 2026
Using Trusts to Minimize State-Level TaxesFor clients expecting large capital gains and other liquidity events, planning opportunities exist.
January 28, 2026
Northern Trust Hit With $35M Elder Fraud LawsuitThe lawsuit alleges that Northern Trust's former vice president stole millions from a $20 million legacy trust.
January 03, 2026
7 Things to Know About Irrevocable Life Insurance TrustsIf you know, you know. If not, you'd better learn.
November 24, 2025
7 Tax-Efficient Ways to Give to Kids This Holiday SeasonThe rules for tax-free gifting to adults are complex, and gifting to minor children brings additional considerations.
October 20, 2025
Advisors Win Clients They Want With Estate Planning: Vanilla CEOYears ago, Gene Farrell says, estate planning was seen as the sole purview of attorneys. Not anymore.