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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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What the “GRAT hurdle rate” actually means
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Most people wait too long to start estate planning—and pay for it later. Attorney CJ Eagar makes the case for starting early: protect your family, reduce costs, and stay flexible as life evolves. Estate planning isn’t for someday—it’s for everyone.
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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 MoreEstate planning is no longer a "nice-to-have." It’s one of the most effective ways to retain assets across generations. When you make it a core part of your value, you build trust, deepen loyalty, and future-proof your book.
Learn MoreQCDs are one of the more underused tools in charitable and retirement planning, and thanks to recent changes in the tax code, they’ve become even more valuable.
Learn MorePowers of Attorney: The simple documents that save families time, money, and heartache.
Learn MoreWhat every estate planner should know to stay trusted, relevant, and retained.
Learn MoreA practical guide to how estate planning protects assets, reduces risks, and strengthens advisor-client relationships.
Learn MoreHere's what you need to know about simple wills and whether they really keep life simple.
Learn MoreHere's where strategy beats theory.
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Setting up a trust has more benefits than just avoiding court.
Learn MoreExplore the latest platform updates — with new tools for client engagement, distribution control, plan sharing, and built-in support for planners and clients.
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