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
Trust & Will Secures Another $25M in Venture Capital Investments
By John ManganaroModerne Ventures led the funding round, which included additional participation by Northwestern Mutual Future Ventures and UBS.
February 26, 2025
Vanilla Appoints Marketing Head and Chief of StaffJoe Abbott and Hanna Grokenberger Byers are joining after a strong year of platform growth.
February 18, 2025
LPL Unveils Exit Planning Capabilities for Business Owners and CEOsWith 12 million small businesses set to be sold through 2035, such tools are in high demand.
February 11, 2025
Slott, Levine: How to Avoid a Potential Inheritance NightmareFailure to update beneficiary designations can result in big surprises later, the two retirement experts warn.
February 07, 2025
4 Keys to Happier ClientsMost advisors are meeting expectations, but in a crowded marketplace, that's not enough.
February 03, 2025
What’s Changed With Retirement Policy in Two Years of Secure 2.0?Join professors Robert Bloink and William H. Byrnes on Feb. 19 to get up to speed.
January 30, 2025
Tax Tips When Naming a Trust as IRA BeneficiaryRMD rules for trusts are different than those for other beneficiaries.
January 24, 2025
Vanilla Rolls Out Estate Planning Assistant for AdvisorsV/AI Copilot, powered by artificial intelligence, aims to help advisors work with complex documents.