Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Life Application Activity for 70-Plus Climbs 46%
By Allison BellOverall application numbers were up 14% in the first quarter, according to data from MIB Group.
March 18, 2026
Should Your Client Relocate in Retirement?It's important to look at the whole picture — financial and otherwise.
March 17, 2026
Why the Boomer Wealth Transfer Might Not Be So 'Great'A significant portion of the assets' value could evaporate in their distribution, a new white paper argues.
March 13, 2026
Mamdani Wants New York's Estate Tax Threshold Cut 90% to $750,000The New York City mayor also wants to raise the state's top estate tax rate from 16% to 50%.
March 09, 2026
Dynasty, Wealth.com Partner on AI-Powered Estate Planning ToolDynasty advisor partners will be able to deliver "deeper, scenario-based guidance at scale," CEO Shirl Penney says.
March 03, 2026
Wealth.com Names New Head of Private WealthEstate planning attorney Chris Nason's expertise will help the firm build trust with large financial institutions, its CEO says.
February 25, 2026
'Giving While Living' Now Mainstream Among Wealthy Families: ReportAdvisors often hesitate to broach the subject, but many clients are waiting for them to do so.
February 03, 2026
Don't Let Clients Miss These 7 Tax Benefits in 2026These breaks are new for the 2025 tax year, and some are temporary.