Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Why Wealthy Couples Turn to Post-Nups to Clarify Asset Division
By Jane Wollman RusoffThe agreements, which override a will, can cover matters like inheritances or a joint business, lawyer Steven Goldfeder says.
July 23, 2025
12 States With the Highest Life Insurance Premium Spending per AdultHigh-ranking states may have a quiet force promoting economic stability for families.
July 23, 2025
7 Ways Business-Owner Clients Can Prep for Natural DisastersNearly one-third of Americans have taken no financial steps to get ready for adverse events, polling shows.
July 21, 2025
6 Ways Estate Planning Can Boost Practice GrowthA new advisor survey suggests that such services support higher referral rates and client satisfaction, among other benefits.
July 18, 2025
What If Life Insurance Applicants Know They Have Harmful Genes?The ALS Association wants to block life insurers from rejecting applicants based on screening test results.
July 18, 2025
'Big Beautiful Bill': 10 Tax Planning Points to Act On NowHere's a quick guide to help advisors move past the noise around the new tax law and into action.
July 17, 2025
SEIA Taps Ex-Fidelity Exec to Head Estate, Tax PlanningBrad Repinsky joins the wealth management firm after serving in leadership roles at Fidelity and Goldman Sachs.
July 11, 2025
When a Client's Child Gets Married, It's Time to TalkPlanning around the happy day presents an opportunity to include adult children in the advisor-client relationship.