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
When a Client's Child Gets Married, It's Time to Talk
By Dinah Wisenberg BrinPlanning around the happy day presents an opportunity to include adult children in the advisor-client relationship.
July 08, 2025
6 Estate Planning Strategies Sparked by Trump’s Budget and Tax BillBusiness owners and highly wealthy clients may have new opportunities to unlock and protect wealth.
July 08, 2025
Trust That These Trusts Have Value in a Higher Rate EnvironmentBill Gates, Warren Buffett and the Waltons have used this type of arrangement, and your UHNW clients can, too.
July 01, 2025
Rep Fined, Suspended for Not Disclosing Outside Business ActivityThe rep was a trustee to the estate of a deceased Cambridge customer without prior notice, FINRA says.
July 01, 2025
Ex-LPL Advisor Suspended After Family Named as Client's BeneficiariesA client designated the advisor's wife as primary beneficiary on six LPL accounts, FINRA says.
June 25, 2025
Appeals Court Sides With Beneficiary in Guardian Life SuitGuardian waived its right to cancel coverage by continuing to accept premium payments for years, a 5th Circuit panel ruled.
June 18, 2025
Trust as IRA Beneficiary? Avoid These MistakesThis structrure increases the complexities already in place when IRA funds pass upon the original account owner’s death.
June 18, 2025
Trouble in Margaritaville: 7 Reasons Estate Plans Go AwryThe legal fight over Jimmy Buffett’s $275 million estate offers lessons for all of us.