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
How Merrill Advisors Help Rich Families With Wealth Transfers
By Jane Wollman RusoffAdvisors have a crucial role in these sometimes-messy conversations, Merrill Center for Family Wealth head Valerie Galinskaya says.
May 05, 2026
Employees Use Digital Tools More Often but Still Prefer Human AdviceWorkers value tailored guidance that aligns with their personal goals, reassures them and builds their confidence, UBS reports.
May 05, 2026
Suit Claims Morgan Stanley, Advisor Aided Financial Abuse of Former BNY ExecThe wirehouse enabled Joseph A. Grimaldi's son to raid his assets, his widow and daughter allege.
April 30, 2026
Equitable Faces Suit Over Life Policy Beneficiary Change RequestA widow says the company's delays kept her husband from completing the change before he died.
April 24, 2026
Creditor Protection Trust Fails Under Court ScrutinyA recently decided case underscores the importance of understanding states' limitations around shielding assets.
April 16, 2026
Wealth.com Raises $65M, Adds Dynasty as InvestorExisting investors like Schwab, Citi Ventures and Google Ventures also participated in the Series B funding round.
April 15, 2026
Why Trusts Matter More Than You ThinkAsk not whether clients are "rich enough" for a trust, but whether they're prepared for the future they're building.
April 10, 2026
Life Application Activity for 70-Plus Climbs 46%Overall application numbers were up 14% in the first quarter, according to data from MIB Group.