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How annuities are used in Medicaid planning

How annuities are used in Medicaid planning

RUFADAA 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.

Why a will doesn’t avoid probate: An estate planning guide for advisors

Why a will doesn’t avoid probate: An estate planning guide for advisors

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.

Understanding key trust roles

Understanding key trust roles

Trustor, trustee, successor trustee, beneficiary. Here's what each role actually means and why getting them right matters.

Why you want a trust over a will

Why you want a trust over a will

Helping advisors explain when a will is enough and when only a trust can do the job.

How trusts & wills work together

How trusts & wills work together

Helping advisors explain the safety net that cleans up funding misses

Why probate in California drags on and what families should know

Why probate in California drags on and what families should know

Even 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.

Estate planning in 2026: What financial advisors need to know now

Estate planning in 2026: What financial advisors need to know now

The exemption didn't fall in 2026. It rose. Here's what that means for the planning conversations you're having now.

How financial advisors can maximize seminar success

How financial advisors can maximize seminar success

Seminars are one of the most powerful tools a financial advisor has. Here is what separates the ones that drive appointments.

FinCen reporting requirements

FinCen reporting requirements

As of now: no reporting obligation. That could change quickly.

Estate planning and taxes: The questions advisors hear most

Estate planning and taxes: The questions advisors hear most

Our 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.

How financial advisors use estate planning to grow AUM

How financial advisors use estate planning to grow AUM

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

Estate planning is different for everyone

Estate planning is different for everyone

Your first estate planning meeting isn't just about signing a will. Here's a practical guide to what it actually covers and how to walk in ready.

The state of technology and estate planning for financial advisors: Q1 2026

The state of technology and estate planning for financial advisors: Q1 2026

Our 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

CJ Office Hours: Estate planning Q&A for financial advisors

CJ Office Hours: Estate planning Q&A for financial advisors

CJ, Chief Legal Officer and licensed attorney, answers the estate planning questions financial advisors ask most, including navigating UPL, cross-state planning, and trust timelines.

What is a trust agreement and why so many families use them

What is a trust agreement and why so many families use them

Helping advisors explain a powerful but often misunderstood document

What is a Will or Testament

What is a Will or Testament

Our Chief Legal Officer has seen what happens when someone misunderstands a last will and testament. As a licensed attorney, he explains what it is, how it works, and what it protects. Watch his video to hear it from him.

Why estate planning involves so many documents

Why estate planning involves so many documents

Why the estate planning document stack is so long and how to explain it to your clients

Don’t wait to estate plan

Don’t wait to estate plan

Without an estate plan, even simple assets can take months or years to settle in probate court. Starting the planning process now is the only way to prevent that.

Estate planning key terms

Estate planning key terms

Key Estate Planning Terms You Should Know

Advisors can now build and manage their white label, right inside the platform

Advisors can now build and manage their white label, right inside the platform

For financial advisors who want a client experience that looks and feels like their own, the process just got a lot simpler

The platform is changing: here’s what you need to know

The platform is changing: here’s what you need to know

Learn what’s changing in our estate planning platform on February 25, 2026. New features help advisors track client estate plans faster and reduce repetitive work.

Funding your revocable living trust: bank accounts & cash assets

Funding your revocable living trust: bank accounts & cash assets

How to retitle checking, savings, CDs, and cash assets so your revocable trust actually works when it’s needed.

Funding your revocable living trust: Real estate

Funding your revocable living trust: Real estate

How to move U.S. real estate into a revocable living trust without causing tax rules, loan terms or probate court.

Why clients never follow through with estate planning, and what that costs advisors

Why clients never follow through with estate planning, and what that costs advisors

Estate planning is hard, and timing is human

What does a “good” estate plan look like from the advisor’s side

What does a “good” estate plan look like from the advisor’s side

Complex estate planning made simple

How to transfer cryptocurrency into a trust

How to transfer cryptocurrency into a trust

A practical guide to keeping digital assets out of probate

Understanding the GRAT Hurdle Rate

Understanding the GRAT Hurdle Rate

What the “GRAT hurdle rate” actually means

When is the right time to estate plan?

When is the right time to estate plan?

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.

Estate planning: The hidden driver of AUM retention

Estate planning: The hidden driver of AUM retention

Estate 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.

QCDs just got smarter under the new tax law

QCDs just got smarter under the new tax law

QCDs 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.

Customer Story: Chambers O'Brien

Customer Story: Chambers O'Brien

Learn how George Chambers uses Estate Guru to deliver estate plans that build trust, drive revenue, and keep clients coming back.

Why estate planning matters: Key benefits for advisors and clients

Why estate planning matters: Key benefits for advisors and clients

A practical guide to how estate planning protects assets, reduces risks, and strengthens advisor-client relationships.

The importance of Powers of Attorney

The importance of Powers of Attorney

Powers of Attorney: The simple documents that save families time, money, and heartache.

The real benefits of a trust

The real benefits of a trust

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

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.

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

Planned or not—every client has an estate plan

Planned or not—every client has an estate plan

Here's where strategy beats theory.

The advisors estate planning advantage

The advisors estate planning advantage

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

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.

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.

What the New Presidency Means for the Future of Estate Planning

What the New Presidency Means for the Future of Estate Planning

The new presidency brings important changes for estate planning, especially in tax policies and exemptions. We've highlighted key updates advisors need to know for 2025.

Simple Wills, Do They Really Simplify Things?

Simple Wills, Do They Really Simplify Things?

Here's what you need to know about simple wills and whether they really keep life simple.

How annuities are used in Medicaid planning

How annuities are used in Medicaid planning

Why a will doesn’t avoid probate: An estate planning guide for advisors

Why a will doesn’t avoid probate: An estate planning guide for advisors