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Financial Planning

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

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Trust Planning

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What to Know About the New Bill Targeting GRATs and 'Abusive Trusts'
Vanilla Rolls Out Estate Plan Visualizer
4 Ways to Help Trust Beneficiaries Feel Trusted
How a Top-Ranked Advisor Saves Her Wealthy Clients Millions

Estate Planning

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Don't Let RMD Relief Blind IRA Beneficiaries to the Big Picture
Only 26% of Americans Have an Estate Plan
A Financial Planning Checklist, From Age 20 to 70 and Beyond
How to Find the Right Asset Allocation for Your Retiring Client

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10 Reality Checks for Overly Optimistic Clients

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12 Biggest U.S. Life, Health and Retirement Tax Breaks: 2024
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Using AI to Give Clients What They Want, but Aren't Getting
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4 Things Advisors Must Know About Beneficiary Designations
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