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The Brief

Insights, trends, and ideas shaping the future of estate planning for financial advisors, attorneys, and institutions.

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The $124 trillion "great" wealth transfer is here

The $124 trillion "great" wealth transfer is here

What today’s advisors can do to keep assets, earn loyalty, and stay relevant for decades

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Tax Planning

How to help clients use the $28M estate tax exemption before it’s too late

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Advisors

Planned or not—every client has an estate plan

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Advisors

The advisors estate planning advantage

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For Advisors, Attorneys, and Institutions

Advisors

The real benefits of a trust

The real benefits of a trust
Learn More
Tax Planning

How to help clients use the $28M estate tax exemption before it’s too late

How to help clients use the $28M estate tax exemption before it’s too late
Learn More
All Articles

The $124 trillion "great" wealth transfer is here

The $124 trillion "great" wealth transfer is here
Learn More
Advisors

Planned or not—every client has an estate plan

Planned or not—every client has an estate plan
Learn More
Advisors

The advisors estate planning advantage

The advisors estate planning advantage
Learn More
Featured

Platform update: Exceptional planning starts here

Platform update: Exceptional planning starts here
Learn More
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What the 2024 U.S. Presidential Election results could mean for estate planning

What the 2024 U.S. Presidential Election results could mean for estate planning
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What the New Presidency Means for the Future of Estate Planning

What the New Presidency Means for the Future of Estate Planning
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Tax Planning

The Importance of Beneficiary Designations

The Importance of Beneficiary Designations
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Advisors

Planned or not—every client has an estate plan

Planned or not—every client has an estate plan

Here's where strategy beats theory.

Learn More
Advisors

The advisors estate planning advantage

The advisors estate planning advantage

What every estate planner should know to stay trusted, relevant, and retained.

Learn More
Advisors

The real benefits of a trust

The real benefits of a trust

Setting up a trust has more benefits than just avoiding court.

Learn More
Featured

Platform update: Exceptional planning starts here

Platform update: Exceptional planning starts here

Explore the latest platform updates — with new tools for client engagement, distribution control, plan sharing, and built-in support for planners and clients.

Learn More
Tax Planning

How to help clients use the $28M estate tax exemption before it’s too late

How to help clients use the $28M estate tax exemption before it’s too late

This is more than a tax deadline—it’s a once-in-a-generation opportunity for advisors to guide high-net-worth families through strategic, multigenerational planning.

Learn More
All Articles

What the 2024 U.S. Presidential Election results could mean for estate planning

What the 2024 U.S. Presidential Election results could mean for estate planning

Here's a look at what the election results could mean for estate planning and why you should consider potential impacts on your client’s financial futures.

Learn More