Big Beautiful Bill: What Estate-Planning Steps Make Sense Now?
Wealth Management
JULY 9, 2025
Explore how the One Big Beautiful Bill Act impacts estate planning across wealth levels, emphasizing flexibility and income tax strategies for advisors.
Estate Planning Related Topics 
Holistiplan Launches Estate Plan Document Extraction Tool (And More Of The Latest In Financial #AdvisorTech – November 2024)
Nerd's Eye View
NOVEMBER 4, 2024
Welcome to the November 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
Estate Planning 
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Zephyr's Adjusted for Risk: The Role of Financial Advisors in Estate Planning
Wealth Management
MAY 27, 2025
David Handler provides insights into the essential role financial advisors play in estate planning, why it's important to have an estate plan and the importance of communication and education within families about wealth management.
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Expatriation, Taxes and Estate Planning
Wealth Management
MAY 19, 2025
Decoding covered gifts and bequests under the final regulations.
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Long-Term Care Considerations in Estate Planning
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This article explores the impact of medical/LTC expenses on estate planning objectives, and discusses strategies to keep assets flexible to address needs that may arise while satisfying the objective of transferring wealth to designated beneficiaries.
Estate Planning Checklist
Wealth Management
OCTOBER 17, 2024
Have more productive estate plan meetings.
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Estate Planning Services Are Becoming Table Stakes
Wealth Management
NOVEMBER 19, 2024
Clients increasingly view estate planning as a core element of holistic wealth management, not just a one-time task, according to a survey from online estate planning platform Vanilla.
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Estate Planning Offerings are Becoming Table Stakes
Wealth Management
NOVEMBER 19, 2024
Clients increasingly view estate planning as a core element of holistic wealth management, not just a one-time task, according to a survey from online estate planning platform Vanilla.
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The Danger of Declining Estate Planning
Wealth Management
MARCH 18, 2024
Estate planning is far more than a legal formality for business owners, art collectors and aging clients.
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The Close Relationship Between Financial Planning and Estate Planning
Wealth Management
AUGUST 12, 2024
Estate planning and financial planning are two peas in a pod that are becoming inextricably tied.
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6 Step Estate Planning Guide
Wealth Management
NOVEMBER 3, 2024
Step-by-step guide for better estate plan conversations.
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Perfect Storm of Estate Planning Challenges
Wealth Management
MARCH 13, 2024
Will you be there to help clients with wills, trusts and estate planning needs?
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2024 Trends in Trust and Estate Planning
Wealth Management
NOVEMBER 19, 2024
Prepare for the future with expert insights — explore the latest findings on trust and estate planning trends in 2024.
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Essential Estate Planning Terms
Wealth Management
NOVEMBER 10, 2024
A detailed glossary of estate planning terminology.
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Five Key Provisions of New Tax Law Affecting Estate Planning
Wealth Management
JULY 14, 2025
New law increases transfer tax exemptions, raises SALT deduction cap, preserves TCJA rates, expands QSBS benefits and continues QBI deduction.
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Estate-Planning Techniques in Volatile Markets
Wealth Management
APRIL 23, 2025
Essential estate planning strategies for volatile markets, including GRATs, charitable trusts, and QPRTs. Learn how to optimize wealth transfer and minimize tax impact during high interest rates and market uncertainty.
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Live from Heckerling: Increasing Diversity in Estate Planning, One Year Later
Wealth Management
JANUARY 11, 2024
Two fellowship participants share their experiences in the estate planning field.
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Solving for the Broken Estate Planning Client Experience
Wealth Management
FEBRUARY 8, 2024
EncorEstate Plans has created a solution that allows the advisor to collaborate with the client throughout the estate planning process.
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Say ‘I Love You’ With an Estate Plan
Wealth Management
FEBRUARY 13, 2025
At its core, estate planning is about deep, enduring lovethe kind that extends beyond Valentine's Day, a single day of chocolates and roses
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Unlocking the Potential of Carried Interest in Estate Planning
Wealth Management
JANUARY 15, 2025
The right estate planning approach can result in a significant, tax-efficient transfer of your clients wealth.
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How AI is Assisting Advisors in Providing Estate Planning Insights
Wealth Management
JANUARY 27, 2025
Estate planning isnt just for the ultra-wealthy.
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Where The Gaps Are in Estate Planning
Wealth Management
JUNE 12, 2024
Trust & Will's Andrew Mazabel discusses what's at stake for advisors that don't offer estate planning as a service.
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Celebrity Estates Replay: King Charles and How International Heirs Impact Estate Planning
Wealth Management
FEBRUARY 26, 2024
With the news of King Charles' cancer diagnosis, we re-present this episode exploring how estate plans work when there are international heirs involved.
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The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim
Wealth Management
JUNE 27, 2025
Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Matt Magill KKR Alternative Investments RIAs and the Evolving Landscape of Private Wealth RIAs and the Evolving Landscape of Private Wealth by WealthManagement.com Staff Jun 27, 2025 Wealth Planning (..)
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T&E Quiz: How Well Do You Know the Latest Trusts and Estate Planning Developments?
Wealth Management
JANUARY 3, 2024
Take this quiz to find out if you understand the key strategies and techniques used by estate-planning practitioners
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Report: 40% of Clients Would Switch Advisors for Estate Planning Services
Wealth Management
APRIL 3, 2025
As client expectations evolve, estate planning is no longer an afterthought for financial advisors.
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Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors
Wealth Management
JULY 2, 2025
They are also less likely to benefit from pension plans than their parents were, while 401 (k) plans were still not as widespread as they are today when this generation entered the workforce. trillion annually over the next decade as part of the great wealth transfer, a new report finds.
The Tip of the Iceberg: Estate Planning and Stolen Art
Wealth Management
JUNE 5, 2023
The likelihood that the client does not have good title to artwork should be taken into consideration when creating an estate plan.
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Schwab Expands Roster of No Transaction Fee Mutual Funds
Wealth Management
JULY 8, 2025
Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Charles Schwab bank branch Mutual Funds Schwab Expands Roster of No Transaction Fee Mutual Funds Schwab Expands Roster of No Transaction Fee Mutual Funds by David Bodamer Jul 8, 2025 1 Min Read Wealth (..)
Build (Customized) Flexible Estate Planning Strategies In A Constantly Changing Political Landscape
Nerd's Eye View
APRIL 5, 2023
In recent years, the Internal Revenue Code (IRC) has endured some drastic changes resulting from legislative action that have altered the strategies estate planning professionals have recommended to clients.
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Vanguard Plans First Junk ETF as JPMorgan Heats Up Active Race
Wealth Management
JULY 2, 2025
Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Cetera alternative investments Alternative Investments Cetera Launches First in a Planned Line of Alternative Investments Models Cetera Launches First in a Planned Line of Alternative Investments Models (..)
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Celebrity Estates: Steve Locksin on Len Bias and NIL Deals in Estate Planning
Wealth Management
APRIL 29, 2024
Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estate planning strategies every individual, regardless of fame, should consider.
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Raymond James Adds $1.1B New York Team From Ameriprise
Wealth Management
JULY 1, 2025
Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Stock market chart data silhouette Investing Strategies The Promise of Direct Indexing—And the Disconnect Holding It Back The Promise of Direct Indexing—And the Disconnect Holding It Back by Don Cody (..)
Pennsylvania Advisor Who Used Client Funds on Country Club Dues Gets 8 Years in Prison
Wealth Management
JUNE 26, 2025
Jun 20, 2025 Sign Up for Newsletters Sign up to receive the latest insights, trends, and analysis.
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Bridging the Estate Planning Gap: Danny Lohrfink, Wealth.com, Discusses How They Empower Financial Advisors
Wealth Management
JUNE 5, 2024
The problem and opportunity for financial advisors when it comes to estate planning are immense, but who’s on your side?
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Client Estate Plan Review Checklist
Wealth Management
SEPTEMBER 7, 2023
Twenty points to help ensure your clients' legacies stay on track.
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Celebrity Estates: Leon Spinks and First-Generation Wealth with George Stefanou
Wealth Management
MAY 27, 2025
Advisor and author George Stefanou details the estate planning challenges faced by first-generation millionaires, drawing insights from boxer Leon Spinks' financial journey and legacy.
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Debt Management in Estate Planning
Wealth Management
NOVEMBER 10, 2023
What if a client burdened with substantial debts or liabilities from their business unexpectedly passes away?
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Celebrity Estates: Steve Lockshin on Len Bias and NIL Deals in Estate Planning
Wealth Management
APRIL 29, 2024
Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estate planning strategies every individual, regardless of fame, should consider.
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The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses
Wealth Management
JUNE 26, 2025
Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Carlyle Group Alternative Investments Carlyle Makes New Retail Fund Push to Buy and Sell PE Stakes Carlyle Makes New Retail Fund Push to Buy and Sell PE Stakes by Dawn Lim Jun 26, 2025 2 Min Read Wealth (..)
David Geffen Files for Divorce, Has No Prenup
Wealth Management
JUNE 4, 2025
Billionaire David Geffen files for divorce from David Armstrong after less than two years, revealing how estate planning can safeguard wealth.
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Bridging the Estate Planning Gap: Danny Lerfling, Wealth.com, Discusses How They Empower Financial Advisors
Wealth Management
JUNE 5, 2024
The problem and opportunity for financial advisors when it comes to estate planning are immense, but who’s on your side?
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Estate Planning in a Spooky 2024 Landscape
Wealth Management
OCTOBER 2, 2024
Five ways to turn potential tax scares into sweet savings.
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Unlocking Value in Shared Real Estate
Wealth Management
MAY 19, 2025
Gifting undivided real estate interests can help your clients maximize wealth transfer and minimize tax exposure in estate planning.
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