Insights, trends, and ideas shaping the future of estate planning for financial advisors, attorneys, and institutions.
What today’s advisors can do to keep assets, earn loyalty, and stay relevant for decades
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When spouses, children, beneficiary designations, and inheritance goals collide, annuity planning becomes far more complicated than most families expect.
Learn MoreAn annuity may move money directly to beneficiaries, but a trust determines how the broader plan actually holds together.
Learn MoreSpend-down strategy, trust coordination, and the compliance traps that quietly undo eligibility.
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Understand how annuities transfer at death, who receives the asset, what taxes may apply, and the costly mistakes beneficiaries often discover too late.
Learn MoreAn estate planning attorney, Chad Brocato, based in Florida, explains what probate is, what it costs families, and how trust-based planning can change outcomes for clients.
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Trustor, trustee, successor trustee, beneficiary. Here's what each role actually means and why getting them right matters.
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Helping advisors explain when a will is enough and when only a trust can do the job.
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Helping advisors explain the safety net that cleans up funding misses
Learn MoreEven a simple estate can take 18 months to go through probate in California. Understanding why is the first step to helping California residents plan around it.
Learn MoreOur CLO and estate planning attorney, licensed in Arizona and Utah, joins us to answer the questions that financial advisors and their clients ask most about taxes and estate planning.
Learn MoreOur Q1 2026 Quarterly Report draws on current industry research, advisor survey data, and market analytics to show where financial advisors stand today on technology, estate planning, and what clients expect from their financial advisors
Learn MoreHelping advisors explain a powerful but often misunderstood document
Learn MoreWhy the estate planning document stack is so long and how to explain it to your clients
Learn MoreThe exemption didn't fall in 2026. It rose. Here's what that means for the planning conversations you're having now.
Learn MoreSeminars are one of the most powerful tools a financial advisor has. Here is what separates the ones that drive appointments.
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As of now: no reporting obligation. That could change quickly.
Learn MoreGeorge Chambers, a Florida financial advisor, joins our team for a live webinar to discuss estate planning experiences and strategies that have deepened client relationships and grown AUM year after year
Learn MoreCJ, Chief Legal Officer and licensed attorney, answers the estate planning questions financial advisors ask most, including navigating UPL, cross-state planning, and trust timelines.
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Our Chief Legal Officer has seen what happens when someone misunderstands a last will and testament. As a licensed attorney, he explains what it is, how it works, and what it protects. Watch his video to hear it from him.
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Without an estate plan, even simple assets can take months or years to settle in probate court. Starting the planning process now is the only way to prevent that.
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