Fresh thinking and timely perspectives from leaders shaping the future of wealth and legacy planning.
Your client may call the company an asset. That description is technically correct and practically incomplete. The business may generate the household’s income, employ family members, own real estate, guarantee debt, fund retirement, and represent most of the client’s net worth. It may also depend heavily on the owner’s relationships, judgment, and daily involvement. If […]
A client’s child turns 18. Their financial life may look almost exactly as it did the day before. They may be preparing for college, working a summer job, or still relying on their parents for nearly everything. They probably do not have meaningful assets to manage. But an important planning threshold has arrived. Once a […]
Your client just wrote a tuition check, co-signed a housing form, and paid the first health insurance premium of the year. In the eyes of the law, none of that gives them the right to make a single phone call to their child’s doctor. The day a child turns 18, the default access a parent […]
Less than a decade ago, tax planning software for financial advisors barely existed as a category. Today it is one of the fastest-growing segments of the advisor tech stack, for good reason. Tax planning touches nearly every dimension of a client’s financial life, and advisors who can deliver it at scale have a measurable competitive […]
What Is Probate? Probate is the court-supervised legal process through which a person’s estate is administered and distributed after they have passed away. There are a few functions of a probate proceeding: It validates the deceased person’s Will, if they have one It appoints a person responsible for administering the estate (called a personal representative, […]
The Great Wealth Transfer is usually framed as a story about scale. Cerulli Associates projects that $124 trillion will transfer through 2048, including approximately $105 trillion passing to heirs and $18 trillion going to charitable organizations. Nearly $100 trillion is expected to originate with Baby Boomers and older generations. But the amount of money changing […]
Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.
Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.
Key takeaways Contributions to Trump Accounts opened on July 4, 2026. Legally, each account is a traditional IRA established for a child under 18 and designated as a Trump Account when opened. The federal government will seed accounts with a one-time $1,000 contribution for U.S. citizen children born between January 1, 2025, and December 31, […]
Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.
Prince had lawyers. Howard Hughes had an empire’s worth of them. Abraham Lincoln was one. None of them left a will, and their families paid for it through years of litigation, eight-figure legal bills, and headlines nobody would want as a legacy. These stories make great trivia, but for financial advisors, they are something more […]
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