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
3 Tax-Smart Strategies to Help Clients Plan for College
By Bryan KirkHigher education is a significant investment for many families, but advisors can make it less daunting.
June 02, 2023
What the Wealthiest Families Worry About the Most May Surprise YouThere is always concern about minimizing taxes and earning solid returns, but a more nuanced issue stands out.
June 01, 2023
Planners' Life Tools Face Sales BlahsOne type of cash-value policy performed better than the others.
May 30, 2023
Ambition, Betrayal, Family Drama: The Plot of 'Succession' or Your Client's Future?The struggles portrayed on the hit HBO show are commonplace and widespread, attorney Monique Hayes tells ThinkAdvisor.
May 25, 2023
7 Reasons Millennials Decide to Make Estate PlansThese are the life events prompting them to think ahead, according to Trust & Will.
May 22, 2023
Act Now to Avoid Estate Planning Logjam in 2025Estate planners could be in extremely short supply in the years ahead, just when they're needed most.
May 19, 2023
Carson Group Taps Trust & Will Capabilities for AdvisorsCarson advisors can now create ready-to-execute estate planning documents in every state.
May 17, 2023
What Owning Multiple Homes Really Means for Wealthy ClientsA personalized approach is essential to help clients realize their goals for multiple home ownership.