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
Distributors Expect Life Sales to Grow Faster Than Annuity Sales
By Allison BellParticipants in a LIMRA-NAILBA survey think demand for estate and trust services will soar.
SEIA Names New Director of Estate and Tax Planning
February 29, 2024
10 Trends Driving the High-Net-Worth Market: CerulliWealth has become more concentrated, and advisors are evolving to acquire and retain clients over the long term.
February 29, 2024
5 Ways to Protect Clients' Families Against Disappearance RiskThe story of the couple that went missing on a yacht in Grenada reveals a common planning gap.
February 23, 2024
Estate Planning Is 'The Next Frontier' for Advisors: Steve Lockshin"This is true for anybody who has any wealth at all," the Vanilla founder tells ThinkAdvisor.
February 21, 2024
Axcelus, John Hancock Top the Senate Finance Private Life RankingsRon Wyden, a critic, surveyed seven providers and collected data on the ultra-high-net-worth clients' policies.
February 20, 2024
LPL Expands HNW Program, Drops Asset MinimumThe firm is eliminating a $5 million investable asset minimum for HNW specialty services.
February 16, 2024
What You Have to Know About Death NowCareful underwriting is helping insurers get death claims back to normal, Fred Tavan of Legal & General America says.
February 14, 2024
Why So Many Estate Plans Are Out of Date: Jamie HopkinsEven skilled advisors often overlook one critical issue, the Bryn Mawr Trust private wealth management head says.