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
Northern Trust Hit With $35M Elder Fraud Lawsuit
By Melanie WaddellThe lawsuit alleges that Northern Trust's former vice president stole millions from a $20 million legacy trust.
January 21, 2026
What Taylor Swift Had That MC Hammer Didn't: Good Financial AdviceAdvisor Drew Boyer talks ThinkAdvisor through several famous musicians' major financial mistakes — and a few successes.
January 21, 2026
Family Offices Pool Resources to Save Money and Get Better Service: SurveySuch collaboration effectively enables them to operate like a private bank at much lower cost, Ocorian research finds.
January 05, 2026
New Service Supports Estate Planning for Adults Without ChildrenChildfree Trust helps clients create estate documents and designate a professional fiduciary team to manage their affairs.
January 03, 2026
7 Things to Know About Irrevocable Life Insurance TrustsIf you know, you know. If not, you'd better learn.
January 02, 2026
10 Things Never to Say When a Client DiesYou want to support their loved ones, but it can be hard to know what to say or do.
December 23, 2025
FAQ: How Roth Conversions Affect RMDs and Estate PlanningThis retirement planning strategy can reduce future taxes for the client — and their beneficiaries.
December 22, 2025
Trust vs. Family Limited Partnership: Which Is Better for Estate Planning?Here are eight things to consider. according to the Colcom Group.