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Wealth Planning
Estate Planning in a New Political Era: The 2025 PlaybookEstate Planning in a New Political Era: The 2025 Playbook
Feb 26, 2025
1h 30m View
Trusts & Estates March 2025 cover
Estate Planning
Trusts & Estates: March 2025 Digital EditionTrusts & Estates: March 2025 Digital Edition
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Feb 26, 2025
1 Min Read
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Let It Be …TaxedLet It Be …Taxed
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Feb 26, 2025
1 Min Read
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Estate Planning
Planning for the Merely Well-To-Do Baby BoomerPlanning for the Merely Well-To-Do Boomer
byCharles L. Ratner
Feb 26, 2025
1 Min Read
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Turning Taxes into Opportunities: How Direct Indexing Can Help Drive Value
Turning Taxes into Opportunities: How Direct Indexing Can Help Drive Value
Feb 25, 2025
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1 Hr View
Donald Trump and Elon Musk the Oval Office Social Security
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The Truth About Social Security and Dead People
The Truth About Social Security and Dead People
Feb 24, 2025
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1 Min Read
byJustin Fox
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Buffett Offers a Recipe for What Makes America Great
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Feb 24, 2025
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1 Min Read
byJonathan Levin
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High Net Worth
The Important Role of a Family Mission Statement
The Important Role of a Family Mission Statement
Feb 24, 2025
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1 Min Read
byGlenn Kurlander, Managing Director, Head of Family Governance and Wealth Education
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Estate Planning
Celebrity Estates: All the President’s Money with Megan Gorman
Celebrity Estates: All the President’s Money with Megan Gorman
Feb 24, 2025
byDavid H. Lenok, Senior Editor
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High Net Worth
Corporate Transparency Act Back in Effect
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1 Min Read
bySamuel F. Toth, Peter W. Van Euwen III
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Estate Planning
Trusts, Taxes and Transfers: How Legal Expertise Shapes Smarter Wealth Planning
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Feb 21, 2025
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1 Min Read
byAndrew Schiff
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DAFgiving360 Reports Record Grant Making in 2024
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Feb 19, 2025
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1 Min Read
byAnna Sulkin Stern, Legal Editor
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Estate Planning
Private Operating Foundation’s Loans Found to be Self-Dealing
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Feb 19, 2025
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1 Min Read
byDavid A. Handler, Alison E. Lothes
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Estate Planning
Tax, Debt and the Cost of Waiting
Tax, Debt and the Cost of Waiting
Feb 19, 2025
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1 Min Read
byLaura Brown, Vice President, advanced sales
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Estate Planning
The Power and Impact of Shared DNA
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Feb 19, 2025
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1 Min Read
byCarolyn D. Greenspon, Fredda Herz Brown
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Beneficiary Well-Being Trusts Are Important for Business-Owning Families
Beneficiary Well-Being Trusts Are Important for Business-Owning Families
Feb 19, 2025
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1 Min Read
byJeffrey C. Wolken, Allison K. Pierce
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Retirement
The Case for Diversity at Work and in the Financial Services Industry
The Case for Diversity at Work and in the Financial Services Industry
Feb 19, 2025
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1 Min Read
byFred Barstein, The Retirement Adviser University,
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Estate Planning
Assessing Trump’s Policy Proposals
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Feb 18, 2025
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1 Min Read
byPaulina Mejia, Alvina Lo
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Reimagining Succession Planning for Donor-Advised Funds
Reimagining Succession Planning for Donor-Advised Funds
Feb 18, 2025
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1 Min Read
byKristen A. Curatolo, Partner
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Estate Planning
Modern Estate Planning In the Age of Genetic Testing
Modern Estate Planning In the Age of Genetic Testing
Feb 18, 2025
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1 Min Read
byMargaret St. John Meehan, Brianna J. Sullivan
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Estate Planning
Navigating the Form 706
Navigating the Form 706
Feb 18, 2025
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1 Min Read
byMichelle L. Ward
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Estate Planning
Tips From the Pros: Preventing Family Trust Disputes
Tips From the Pros: Preventing Family Trust Disputes
Feb 18, 2025
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1 Min Read
byAl W. King III, Co-Founder, Co-Chairman and Co-Chief Executive Officer
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Estate Planning
From Black Boxes to Best Practices: AI Ethics For Estate-Planning Attorneys
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Feb 18, 2025
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1 Min Read
byCraig R. Hersch
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Estate Planning
Tax Law Update: March 2025
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Feb 18, 2025
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1 Min Read
byDavid A. Handler, Alison E. Lothes
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On the Cover: March 2025
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Feb 18, 2025
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1 Min Read
byAnna Sulkin Stern, Legal Editor
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Note From the Editor: March 2025
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Feb 18, 2025
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bySusan R. Lipp - Moderator, Editor in Chief
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Estate Planning
The Timeless Gift of Ethical Wills
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Feb 14, 2025
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byMegan A. Moghtaderi
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Say ‘I Love You’ With an Estate Plan
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Feb 13, 2025
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byDiana Cabrices, founder and CEO, Diana Cabrices Consulting
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RPA
Yes, Advisors Can Manage Their Clients’ 401(k) Accounts
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Feb 13, 2025
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byBrenden Gebben, CEO, Absolute Capital Management
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High Net Worth
Enforcement of the Corporate Transparency Act May Resume
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Feb 12, 2025
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byDavid Rabinowitz, Jeffrey M. Davisand 2 more
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Bringing a Planning Mindset to High Net Worth Clients
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byRandy A. Fox, Founder
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Pennsylvania Court Rules Beneficiaries Can’t Unilaterally Change Trust’s Situs
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byDavid A. Handler, Alison E. Lothes

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