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Features on Estate Planning & Taxation, Insurance and Perspectives.
AM I ABLE TO HAVE MULTIPLE TRUSTS, OR AM I LIMITED TO ONE? Trusts are considered the gold standard in estate planning. They allow the greatest amount of freedom when determining yo...
SEIA's Brad Repinsky explains why estate plans should evolve alongside marriages, children, shifting family relationships and changing financial circumstances.
WHAT ARE THE BENEFITS OF A TRUST? When the creation of Trusts became another alternative to estate management, many wondered if there was any point in creating a will solely or goi...
Bryn Mawr Trust’s Jamie Hopkins breaks down community property opt-in trusts and how advisors should talk to clients about them.
Helping families understand the tradeoffs.
Estate planning for couples moving between community property and common law U.S. jurisdictions
An Ontario court draws the line advisors have waited years to see
Use a sample annotated form incorporating withdrawal powers.
Long-term real estate owners can protect family wealth and simplify future property transfers through careful estate planning. Clear documentation, updated ownership arrangements,...
Planning challenges and opportunities for married couples
Planning challenges and opportunities for married couples
The Financial Independence, Retire Early (FIRE) movement emphasizes living intentionally, maximizing savings, and creating the freedom to retire well before traditional retirement...
Why clients don't follow through on estate planning.
The Uniform Partition of Heirs' Property Act helps families avoid forced property sales in at least 24 states, according to a study sponsored by JPMorgan Chase.
PLR 202621003, May 22, 2026 Private Letter Rulings offer crucial insight for tax practitioners advising clients on complex estate and retirement planning scenarios. This artic...
Touch the proceeds, owe it all back - an estate is testing how far a claim stretches
Probate has a reputation for being slow, expensive, and stressful, but many California families may now be able to avoid it altogether. Formal probate in...
How your real estate is titled affects far more than just whose name is on the deed. It plays a major role in your legal rights, how vulnerable your property is to creditors, and w...
As care home fees and inheritance tax bills escalate, growing numbers of people are being persuaded to take out trusts, which they believe offer a neat solution.
Even if they must refer wealth families to a tax professional for a generation-skipping or dynasty trust, financial advisors can play a valuable role.
You’re a business owner and are likely juggling dozens of responsibilities daily. Managing operations, keeping employees happy, and staying ahead of your competitors, all in a day’...
A growing share of Americans now expect financial advisers to handle estate planning, and many would consider switching firms if they do not,
Make sure what you authorize is actually what you intend.
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