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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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.
Learn MoreIn 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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Helping advisors explain the second half of estate planning, the part that actually makes the plan work.
Learn MoreWhen spouses, children, beneficiary designations, and inheritance goals collide, annuity planning becomes far more complicated than most families expect.
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.
Learn MoreSpend-down strategy, trust coordination, and the compliance traps that quietly undo eligibility.
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Helping advisors explain the second half of estate planning, the part that actually makes the plan work.
Learn MoreA 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 MoreAn 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.
Learn MoreAn 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
Learn MoreEven a simple estate can take 18 months to go through probate in California. Understanding why is the first step to helping California residents plan around it.
Learn MoreOur CLO and estate planning attorney, licensed in Arizona and Utah, joins us to answer the questions that financial advisors and their clients ask most about taxes and estate planning.
Learn MoreOur Q1 2026 Quarterly Report draws on current industry research, advisor survey data, and market analytics to show where financial advisors stand today on technology, estate planning, and what clients expect from their financial advisors
Learn MoreHelping advisors explain a powerful but often misunderstood document
Learn MoreWhy the estate planning document stack is so long and how to explain it to your clients
Learn MoreThe exemption didn't fall in 2026. It rose. Here's what that means for the planning conversations you're having now.
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