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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George 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 MoreA financial power of attorney helps keep a client’s finances moving if something were to ever happen.
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How financial advisors use SEO and AI to improve their marketing to win clients.
Learn MoreThe assets most plans miss are the ones that live on paper.
Learn MoreLife insurance and annuities don’t fund into a trust; they coordinate with one.
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Community property means both spouses own what's earned during marriage, equally, regardless of whose name is on it. Here's how that assumption plays out in estate planning.
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Estate Guru is launching a community for financial advisors building estate planning into their practice. Find out what it is, who it’s for, and how to apply.
Learn MoreEstate plans tend to look settled right up until they have to be carried out.
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.
Learn MoreOwnership follows registration, not intent.
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 MoreWhen spouses, children, beneficiary designations, and inheritance goals collide, annuity planning becomes far more complicated than most families expect.
Learn MoreSpend-down strategy, trust coordination, and the compliance traps that quietly undo eligibility.
Learn MoreRUFADAA 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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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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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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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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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.
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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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