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
Warren Buffett on Old Friends, New Leadership and Fingerprinting Nuns
By Dinah Wisenberg Brin“Indulge me this year as I first reminisce a bit,” the Berkshire CEO, 95, says in a new letter.
November 05, 2025
Half of U.S. Millionaires Think Their Financial Planning Needs ImprovementThose with advisors reported feeling more secure than wealthy counterparts who do not work with one, research finds.
October 30, 2025
Advyzon Latest to Tap Wealth.com for Estate Planning TechThe collaboration will simplify how the 2,400-plus advisors using the platform incorporate estate planning into workflows.
October 28, 2025
Lines Blur Between Estate Planning and RetirementAffluent clients now expect their financial advisors to address both, researcher Steve Parrish says.
October 28, 2025
Here's How Much Americans Hate Talking About MoneyIt's a bigger taboo than politics or religion, Bankrate finds — and that could affect your clients' relationships.
October 27, 2025
6 Reasons Legacy Planning Gets MessyFinancial advisors are in a great position to help head off potentially serious family conflicts.
October 20, 2025
Advisors Win Clients They Want With Estate Planning: Vanilla CEOYears ago, Gene Farrell says, estate planning was seen as the sole purview of attorneys. Not anymore.
October 17, 2025
Are Trump Accounts a Good Choice for College Savings?For many families, the new account may be better seen as a supplement to more traditional vehicles.