Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Trust & Will Secures Another $25M in Venture Capital Investments
By John ManganaroModerne Ventures led the funding round, which included additional participation by Northwestern Mutual Future Ventures and UBS.
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.
July 19, 2024
New Final IRS Regs Affect Where Annuities Fit in RMDsThe regulations also affect how the Secure 2.0 income annuity provisions work.
July 12, 2024
Wealthspire Launches Trust Company to Support Wealthy ClientsThe independent RIA will staff the unit with advisors who specialize in estate planning, wealth transfer and taxation.
July 09, 2024
Couple Sues Schwab and Hightower, Saying Fraudsters Looted Their AccountsThieves turned off electronic account notifications and stole nearly $1 million through small transactions, the suit says.