estate planning

Retirement Upside

Advisors Without Estate Planning Could Let ‘Money Walk Out the Door’

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The shift from attorney- to advisor-driven estate planning means firms need to upgrade their offerings — or get left behind.

2 min read

Photo by Getty Images via Unsplash

Advisor Upside

Estate Plan Disputes Are Painful. They Don’t Have to Be Disastrous

Multiple beneficiaries, layered asset structures and significant financial stakes make high-value estate plans susceptible to court challenges.

2 min read
Photo by Jacob Wackerhausen via Unsplash

Advisor Upside

How to Help Clients After the $124T Great Wealth Transfer

An advisor’s role doesn’t end after an inheritance.

2 min read
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Advisor Upside

When it Comes to Succession Planning, Start Early

Succession can be an intensive and emotional process

2 min read

Advisor Upside

BFFs? A Third of Gen Z Intends to Leave Inheritance to Friends

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Nearly a third of US adults plan to leave a financial gift, but only a fifth expect to receive one, per Northwestern Mutual.

2 min read

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