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.
Estate Planning Related Topics 
Estate Planning Checklist
Wealth Management
OCTOBER 17, 2024
Have more productive estate plan meetings.
Estate Planning 
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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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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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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 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 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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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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6 Step Estate Planning Guide
Wealth Management
NOVEMBER 3, 2024
Step-by-step guide for better estate plan conversations.
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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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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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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 Advisors Can Work With Attorneys To Drive Better Estate Planning Outcomes For Clients
Nerd's Eye View
APRIL 29, 2024
With this in mind, many financial advisors offer estate planning guidance to clients. However, because few advisors are also legal professionals (who can offer more detailed guidance and draft legal documents), many often collaborate with estate planning attorneys to ensure their clients' estate planning needs are met.
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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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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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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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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
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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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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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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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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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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!
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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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Making Estate Planning More Tax Efficient And Equitable For Beneficiaries By NOT Just Splitting The Assets Evenly
Nerd's Eye View
AUGUST 7, 2024
Traditionally, people tend to think of their estate as comprising one big 'pot' of assets, focusing on the sum of all the assets rather than on each individual asset itself.
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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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Celebrity Estates Replay: Pat Bowlen and Creating an Estate Plan Before Being Forced Out
Wealth Management
DECEMBER 19, 2022
His unique estate plan tasked a group of trustees with finding a new owner. Denver Broncos owner Pat Bowlen resigned as CEO of the team in 2014 and died in 2019.
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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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Heirs Should Participate in Clients’ Estate Planning
Wealth Management
APRIL 8, 2024
It may produce better outcomes.
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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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Estate Planning During a Bear Market
Wealth Management
AUGUST 5, 2022
If clients have the stomach to stick it out, this is an opportunity to take short term lemons and make them into long-term gifting lemonade.
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Blended Families, Remarriages and Estate Planning
Wealth Management
DECEMBER 20, 2023
When it comes to divorce, a will or trust often is not the last word on estate distribution.
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