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
Advisor Etiquette for Tough Situations
By Jane Wollman RusoffEtiquette expert Sara Jane Ho reveals how to graciously navigate first impressions, grieving widows and angry clients.
March 05, 2024
Mercer Nabs $2.5B UHNW GroupMDK Private Wealth provides services like private banking, aviation and boat advisory work, as well as executive planning.
March 05, 2024
Distributors Expect Life Sales to Grow Faster Than Annuity SalesParticipants in a LIMRA-NAILBA survey think demand for estate and trust services will soar.
March 01, 2024
4 Ways to Help Trust Beneficiaries Feel TrustedTrust fund guardrails can, over time, lead to unintended predicaments for inheritors and their families.
February 29, 2024
SEIA Names New Director of Estate and Tax PlanningApril Rosenberry will be responsible for elevating the client experience and expanding support resources for advisors.
February 29, 2024
10 Trends Driving the High-Net-Worth Market: CerulliWealth has become more concentrated, and advisors are evolving to acquire and retain clients over the long term.
February 29, 2024
5 Ways to Protect Clients' Families Against Disappearance RiskThe story of the couple that went missing on a yacht in Grenada reveals a common planning gap.
February 23, 2024
Estate Planning Is 'The Next Frontier' for Advisors: Steve Lockshin"This is true for anybody who has any wealth at all," the Vanilla founder tells ThinkAdvisor.