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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Life insurance and annuities don’t fund into a trust; they coordinate with one.
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Not all powers of attorney work the same way. Our CLO and licensed attorney explain the difference between springing and immediate POAs and what it means for your clients.
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One covers your medical care while you're alive. The other covers your estate after you're gone. CLO and licensed attorney CJ Eagar breaks down the difference between a living will and a last will and testament.
Learn MoreFinancial advisors are asking AI questions about their practice, clients, and their role. Estate Guru researched the answers and compiled them into a report for financial advisors, explaining what AI does, where it falls short, and what it means for the future of financial advice, called Making Sense of AI 2026 Q2 report.
Learn MoreWhat actually happens when LLCs, partnerships, and closely held businesses meet trust law, entity agreements, and real-world administration.
Learn MoreRetirement accounts, like IRAs, 401(k)s, 403(b)s, and most employer pensions, generally shouldn't be transferred into a revocable living trust.
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Most financial advisors trying to convert prospects to clients are solving the wrong problem. CFP and Couplr AI founder, Derek Notman, explains what actually drives conversion.
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When spouses, children, beneficiary designations, and inheritance goals collide, annuity planning becomes far more complicated than most families expect.
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Helping advisors explain the second half of estate planning, the part that actually makes the plan work.
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In community property states, what's yours before marriage may not stay yours after. Our CLO and licensed attorney breaks down the difference between separate and community property and how to protect what's yours before and after you say yes.
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RUFADAA gives fiduciaries legal authority over digital assets, but authority and access are not the same thing. Here's what the law actually does, where it falls short, and what advisors need to know.
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Helping advisors explain the second half of estate planning, the part that actually makes the plan work.
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Spend-down strategy, trust coordination, and the compliance traps that quietly undo eligibility.
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A will gives you instructions but not authority. Here's what actually happens in probate court and how smart planning keeps families out of it.
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An annuity may move money directly to beneficiaries, but a trust determines how the broader plan actually holds together.
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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.
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An 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
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