Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Schwab Takes Minority Stake in Wealth.com
By John ManganaroThe AI estate planning platform's CEO calls the deal “the foundation for something much bigger.”
March 12, 2025
Trust & Will Secures Another $25M in Venture Capital InvestmentsModerne Ventures led the funding round, which included additional participation by Northwestern Mutual Future Ventures and UBS.
December 31, 2024
Estate Planners Look for Way Out of Connelly ChainsA lawyer says the obvious alternatives to Crown C Supply's arrangement are fine — for a family that never changes.
December 23, 2024
Jamie Hopkins: Clients Will Leave RIAs That Don't Offer This Service“To serve next-generation clients, [advisors] need to offer this,” Bryn Mawr Capital Management's CEO tells ThinkAdvisor.
December 20, 2024
6 Ways to Talk About Estate Planning Over the HolidaysRecognizing that the topic can be emotionally charged, advisors should keep the conversation heading in a positive direction.
August 28, 2024
Equitable Faces Return of Life Policy Reinstatement ClaimA 2nd Circuit panel found there may be a genuine dispute over how the insurer made a decision.
August 22, 2024
Jamie Hopkins Named Chief Wealth Officer of WSFS BankThe former Carson Group executive will direct wealth business initiatives at Bryn Mawr Trust's parent company.
July 24, 2024
New RMD Regs Back Annuity-Based Stretch IRAs, Advisor SaysThe tax code shows that SPIAs can offset the loss of the old school stretch IRA, Gary Mettler contends.