4+ day, 20+ hour ago   (527+ words) &Partners, the fast-scaling hybrid RIA firm with a focus on wirehouse breakaways, has selected Wealth.com as its enterprise-wide estate planning solution, giving more than 100 advisors access to a single, standardized planning system. The rollout, which began in August and…...

4+ day, 22+ hour ago   (884+ words) As an estimated $84 trillion in assets changes hands across generations over the coming decades, the wealth management industry has largely focused on the financial mechanics of transfer - trusts, tax strategies, and succession structures. Eric Becker, Founder and Co-Chairman of Cresset,…...

2+ week, 1+ day ago   (485+ words) For years, our industry has talked about the great wealth transfer. We talk about trusts, estate plans, tax strategies, beneficiaries, and the trillions of dollars expected to pass from one generation to the next. All of that planning matters. But…...

4+ week, 1+ day ago   (464+ words) Three advisors who work closely with UHNW families — Erik Bjerke of OpenArc Corporate Advisory, Helen Andreoli of Great Diamond Partners, and Brian Gately of Anchyra Partners — shared how these meetings have evolved, and why getting them right matters as much…...

4+ week, 2+ day ago   (405+ words) Buck Patton, senior vice president and wealth advisor at Truxton Wealth, sees the estate plan as foundational to a holistic advisory relationship — the structure that determines how a client's assets should be titled to carry out their wishes. David Haughton,…...

1+ mon, 5+ day ago   (584+ words) Estate planning has become the single most common reason Americans call a lawyer, and new data released this month shows the gap between recognizing that need and acting on it remains wide open for financial advisors willing to close it....

1+ mon, 1+ week ago   (651+ words) A succession planning gap is opening inside one of the most significant wealth transfer cycles in American history, creating an opportunity for financial advisors. Amid the much-talked-about Great Wealth Transfer of $124 trillion over the next 20 years or so, including around…...

1+ mon, 2+ week ago   (572+ words) The cost of settling an estate can vary dramatically depending on where someone lives, and those differences are increasingly shaping how Americans approach estate planning. A new report from LegalZoom finds probate costs on a $500,000 estate range from about $5,000 in…...