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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Tangible personal property, like furniture, jewelry, artwork, collectibles, and heirlooms, can usually be transferred into a revocable living trust with instructions for who should receive each item.
Learn MoreEven if you’ve never written a will or created a trust, you still have an estate plan that you never wrote. It was written by U.S. intestacy statutes.
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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.
Learn MoreEvery estate plan should name more than one representative, just in case something goes wrong. Our CLO and licensed attorney breaks down why backup representatives are just as important as the first pick.
Learn MoreThe data on why clients actually leave a financial advisor, and the real difference between a traditional referral and a coordinated one.
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Helping advisors explain what each document controls, where a will falls short, and when a trust provides meaningful advantages.
Learn MoreA living revocable trust isn't complete until the trust is funded.
Learn MoreThe most effective estate planning experiences combine legal expertise with the continuity, context, and trust clients already have with their financial advisor.
Learn MoreEstate planning and medicaid planning solve different problems.
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Many millennials will be the recipients of the Great Wealth Transfer. Advisors can prepare millennial clients now by offering estate planning options to protect wealth.
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Learn how George Chambers uses Estate Guru to deliver estate plans that build trust, drive revenue, and keep clients coming back.
Learn MoreA/B trusts (also referred to as a bypass trust, marital trust structure, or credit shelter trust arrangement) now require much more situational context to understand spousal assets, tax exposure, and family dynamics than ever before.
Learn MoreA practical guide to spotting gaps, coordinating with attorneys, and helping clients follow through.
Learn MoreUnauthorized practice of law (UPL) can be a risk for financial advisors, brokers, and insurance agents if they aren't aware of where they can help and shouldn't help with estate planning.
Learn MoreAs of August 2026: still no reporting obligation needed for FinCEN’s residential real estate reporting rule.
Learn MoreThe need for estate planning is at an all-time high amid the Great Wealth Transfer, but clients want their financial advisor and attorney to work together to complete their plan.
Learn MoreEstate plans tend to look settled right up until they have to be carried out.
Learn MoreThe assets most plans miss are the ones that live on paper.
Learn MoreA financial power of attorney helps keep a client’s finances moving if something were to ever happen.
Learn MoreSpend-down strategy, trust coordination, and the compliance traps that quietly undo eligibility.
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