Expatriation, Taxes and Estate Planning
Wealth Management
MAY 19, 2025
Decoding covered gifts and bequests under the final regulations.
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.
Estate Planning 
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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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Estate Planning Checklist
Wealth Management
OCTOBER 17, 2024
Have more productive estate plan meetings.
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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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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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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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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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Tax Experts Discuss Estate-Planning Considerations for Financial Advisors
Wealth Management
APRIL 26, 2023
An overview of some of the important estate-planning proposals included in the 2024 Greenbook.
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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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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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Adviser links: losing focus
Abnormal Returns
NOVEMBER 11, 2024
(riabiz.com) What is the target market for MAGA-centric Strive Wealth Management? riabiz.com) A round-up of recent financial advisortech news including Holistiplan's estate planning module. kitces.com) Practice management Should you outsource your marketing to an outside firm?
The WealthStack Podcast: Why Estate Planning Is the Next Frontier of Wealth Management With Gene Farrell
Wealth Management
APRIL 26, 2024
As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect comprehensive guidance from their advisors.
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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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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Wealth Management Industry Awards: On the Red Carpet with Jamie Hopkins
Wealth Management
SEPTEMBER 23, 2024
Listen as Jamie Hopkins, Chief Wealth Officer and CEO of Bryn Mawr Trust Company, addresses the complexities of estate planning and highlights how his firm’s ‘Wealth as a Service’ solution assists advisors in navigating these challenges effectively.
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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Six Reasons Tax Season Should Also Be Estate Planning Season
Wealth Management
MARCH 10, 2023
Helping improve your clients' estate plans can ensure their financial wellness for generations to come.
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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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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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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.
Estate Planning 278
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RIA Edge Podcast: Building Wealth Firms That Last with Mark DeLotto
Wealth Management
APRIL 25, 2025
Mark DeLotto shares Simon Quick Advisors' evolution from family office to wealth management firm, discussing ownership culture, estate planning expertise and M&A strategy in wealth management.
Beyond the Numbers: How to Ease the Burden of Retirement and Estate Planning
Wealth Management
JUNE 24, 2024
Estate planning is very important to clients but can be complicated and time consuming for people.
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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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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.
Estate Planning 264
264 
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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Estate Planning for Impulsive Entrepreneurs
Wealth Management
FEBRUARY 5, 2024
For advisors and estate planners working impulsive clients, it is important to distinguish between risky behavior and sub-optimal decision-making.
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Estate Planning New Year’s Resolutions
Wealth Management
JANUARY 3, 2023
Here’s a sample letter encouraging clients to formulate commitments for 2023.
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Strategic Estate Planning: Preparing for Change
Wealth Management
NOVEMBER 13, 2024
Advise clients of economic opportunities and potential shifts based on political developments.
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Good Estate Planning Never Goes Out of Style
Wealth Management
SEPTEMBER 24, 2024
Don’t let the uncertainty about future tax policy interfere with taking action to meet your client’s goals.
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3 Underutilized Estate Planning Strategies for Business Owners
Wealth Management
JULY 15, 2024
With the estate tax exemption sunset looming, the time to begin planning is now.
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FreeWill Launches Estate Planning Platform Estately
Wealth Management
OCTOBER 29, 2024
Mercer Advisors collaborated on the design for 18 months as an anchor customer; 60+ firms have since been added during the beta period.
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Inflation’s Impact on Retirement, Taxes and Estate Planning
Wealth Management
JUNE 24, 2024
Six ways to help clients gain peace of mind regarding inflation.
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How to Combat Client Estate Planning Procrastination
Wealth Management
MARCH 12, 2025
Be proactive about protecting clients and positioning them for whatever happens next.
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