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401k real talk Feb 20, 2025

401(k) Real Talk Episode 140: February 20, 2024 401(k) Real Talk Episode 140: February 20, 2024

Open, honest and candid discussion about the DOL fiduciary rule, the new EBSA head, Hightower's new CEO and more.

byFred Barstein, The Retirement Adviser University,

Feb 20, 2025

Scale with a coin on one side and a weight that says "tax" on other

Estate Planning

Tax, Debt and the Cost of Waiting Tax, Debt and the Cost of Waiting

Feb 19, 2025

8 Min Read

Estate Planning

The Power and Impact of Shared DNA The Power and Impact of Shared DNA

byCarolyn D. Greenspon, Fredda Herz Brown

Feb 19, 2025

15 Min Read

Estate Planning

Beneficiary Well-Being Trusts Are Important for Business-Owning Families Beneficiary Well-Being Trusts Are Important for Business-Owning Families

byJeffrey C. Wolken, Allison K. Pierce

Feb 19, 2025

12 Min Read

President Donald Trump at a desk

Estate Planning

Assessing Trump’s Policy Proposals Assessing Trump’s Policy Proposals

byPaulina Mejia, Alvina Lo

Feb 18, 2025

10 Min Read

Two hands passing a baton

Estate Planning

Reimagining Succession Planning for Donor-Advised Funds Reimagining Succession Planning for Donor-Advised Funds

byKristen A. Curatolo

Feb 18, 2025

16 Min Read

23andme kit

Estate Planning

Modern Estate Planning In the Age of Genetic Testing

Modern Estate Planning In the Age of Genetic Testing

byMargaret St. John Meehan, Brianna J. Sullivan

Estate Planning

Navigating the Form 706

Navigating the Form 706

byMichelle L. Ward

Picture of scale

Estate Planning

Tips From the Pros: Preventing Family Trust Disputes

Tips From the Pros: Preventing Family Trust Disputes

byAl W. King III, Co-Founder, Co-Chairman and Co-Chief Executive Officer

artificial intelligence

Estate Planning

From Black Boxes to Best Practices: AI Ethics For Estate-Planning Attorneys

From Black Boxes to Best Practices: AI Ethics For Estate-Planning Attorneys

byCraig R. Hersch

Glasses on top of tax papers

Estate Planning

Tax Law Update: March 2025

Tax Law Update: March 2025

byDavid A. Handler, Alison E. Lothes

Susan Lipp

Estate Planning

Note From the Editor: March 2025

Note From the Editor: March 2025

bySusan R. Lipp - Moderator, Editor in Chief

401k real talk

401k Real Talk Episode 139: February 12, 2025

401k Real Talk Episode 139: February 12, 2025

byFred Barstein, The Retirement Adviser University,

dollars percent interest rates REITs

Q&A: Public REITs Can Weather Higher Interest Rates

Q&A: Public REITs Can Weather Higher Interest Rates

byDavid Bodamer, Executive Editor, Investments

Orion CEO Natalie Wolfsen 2025 Orion Ascent Conference

Support Platforms

Nuggets Mined From Orion's Inaugural Investor Survey

Nuggets From Orion's Inaugural Investor Survey

byDavis Janowski, Senior Technology Editor, WealthManagement.com

The Word on WealthTech January 2025 Doug Fritz F2 Strategy

The Word on WealthTech for January 2025

The Word on WealthTech for January 2025

byDoug Fritz, CEO and founder

robot keyboard AI

Estate Planning

How AI is Assisting Advisors in Providing Estate Planning Insights

How AI is Assisting Advisors in Providing Estate Planning Insights

byAndrew Altfest, Founder of Altfest Personal Wealth Management and FP Alpha.

US Supreme Court

The Corporate Transparency Act Whipsaw Continues

The Corporate Transparency Act Whipsaw Continues

byEvgeny Magidenko, Partner, ArentFox Schiff

family shadow

Ten Tips for Raising Competent Adults Amidst Wealth

Ten Tips for Raising Competent Adults Amidst Wealth

byDavid Colton, Partner, Advisor and Director of Client Service Development, Gresham Partners

The WealthStack Podcast Davis Janowski wealthtech

The WealthStack Podcast: 2025 WealthTech Projections & Predictions with Davis Janowski

WealthStack Podcast: 2025 WealthTech Predictions with Davis Janowski

byShannon Rosic, Moderator, Director of WealthStack Content and Solutions

Calculator with ETHICS written on it

Estate Planning

Cornwell Ruling Provides Cautionary Lessons for Professional Advisors

Cornwell Ruling Provides Cautionary Lessons for Professional Advisors

byMartin M. Shenkman, Rachel Wasserman

Picture of person holding magnifying glass

Estate Planning

IRS Qualified Appraiser Rules

IRS Qualified Appraiser Rules

byWilliam Harris

Stock Chart

Estate Planning

Estimating the Fair Market Value of Large Blocks of Publicly Traded Stock

Estimating the Fair Market Value of Large Blocks of Publicly Traded Stock

byTimothy J. Meinhart

Supreme Court interior

Estate Planning

Valuation Pronouncements in Connelly

Valuation Pronouncements in Connelly

byWilliam H. Frazier, Managing Director, Valuation Services

finger on scale

Estate Planning

How to Avoid Bias in Valuations

How to Avoid Bias in Valuations

byMichael A. Gregory

Robot and human touching fingers

Estate Planning

Artificial Intelligence—Friend or Foe?

Artificial Intelligence—Friend or Foe?

byAvi Z. Kestenbaum, Craig R. Hersch

People sitting at a meeting table

Estate Planning

Arranging a Meeting of the Minds

Arranging a Meeting of the Minds

byMarvin E. Blum, Austin B. Light

legal team around table open law book

Estate Planning

Addressing the Human and Technical Aspects to Meet the Planning Needs of UHNW Families

Addressing the Human and Technical Aspects to Meet the Planning Needs of UHNW Families

byJames Coutré, Vice President

Two Hands Reaching

Estate Planning

Responding to Inflation With a Charitable Gift Annuity?

Responding to Inflation With a Charitable Gift Annuity?

byChristopher P. Woehrle, Professor and Chair, Department of Tax and Estate Planning

joining building puzzle pieces

The Top 10 Wealth Management M&A Deals in 2024

The Top 10 Wealth Management M&A Deals in 2024

byDiana Britton, Moderator, Managing Editor

Puzzle Pieces

Estate Planning

Practical Practice Solutions: What to Tell Clients in 2025

Practical Practice Solutions: What to Tell Clients in 2025

byMartin M. Shenkman, Joy Matak

Heckerling Institute on Estate Planning 2025

Estate Planning

Steps to Consider When Helping Clients Transition the Family Business

Steps to Consider When Helping Clients Transition the Family Business

byAnna Sulkin Stern - Moderator, Legal Editor

patagonia jacket purpose trusts estate planning succession planning

Estate Planning

Purpose Trusts: An Alternative Ownership Structure for Succession Planning

Purpose Trusts: An Alternative Ownership Structure for Succession Planning

bySusan R. Lipp - Moderator, Editor in Chief

Heckerling Institute on Estate Planning 2025

Estate Planning

Key Takeaways from Heckerling 2025

Key Takeaways from Heckerling 2025

byTrusts & Estates Staff

401k Real Talk with Fred Barstein

401(k) Real Talk Episode 136: January 22, 2025

401(k) Real Talk Episode 136: January 22, 2025

byFred Barstein, The Retirement Adviser University,