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Estate & Tax Talking Trusts & Estates for Advisors: Advantages and Disadvantages of Putting an Inherited IRA Into a CRUT ↗ Bryn Mawr Trust’s Jamie Hopkins details the pros and cons of putting an inherited IRA into a charitable remainder unitrust. WealthManagement.com · Oct/08 13:40 UTC Estate & Tax Gen Z is spending more on art than ever before. It’s a key piece of the Great Wealth Transfer, UBS says ↗ Gen Z, whose oldest members are just 29, made up nearly half of high-net-worth collectors who purchased artwork priced about $1 million. Fortune · Oct/08 04:01 UTC Estate & Tax California Billionaires’ Nemesis Plots National Wealth Tax Fight ↗ With four weeks until Election Day, Dan Regan and his healthcare-workers union are in the final stretch of a campaign to persuade Californians to embrace the billionaire tax. WealthManagement.com · Oct/07 14:08 UTC Estate & Tax 3 prenup myths advisors can help clients move past ↗ A prenup can start a couple's money conversation, protect an inheritance and even shape what happens if a surviving spouse remarries. Financial Planning · Oct/06 15:33 UTC Estate & Tax The Great Wealth Transfer Is Also a Great Risk Transfer ↗ Preservation is the north star. WealthManagement.com · Oct/05 14:58 UTC Estate & Tax Warren Buffett’s first tax bill at age 14 was $7. Now Berkshire Hathaway’s is almost $27 billion—and he still says the rich don’t pay enough ↗ That’s a far cry from the $26.8 billion Buffett said his company, Berkshire Hathaway, paid in 2024 taxes. Fortune · Oct/04 13:24 UTC Estate & Tax ‘I want to make her proud’: My mother, a divorcée, died and I’m her executor. Do I need to file for probate? ↗ “The only debts were utility and credit-card bills, which we will pay off.” MarketWatch · Oct/03 18:30 UTC Estate & Tax Google cofounder Sergey Brin has spent $102 million to fight California’s proposed billionaire tax—he could owe $13 billion if he loses ↗ The state’s ultrawealthy, including Larry Page and Peter Thiel, have similarly donated to efforts opposing the wealth tax. Fortune · Oct/03 13:18 UTC Estate & Tax Following IRS Guidance, Compliance Experts Caution RIAs on Section 351 ETF Conversions ↗ One expert warned that advisors touting Section 351 conversions for tax purposes should reconsider recommending the strategy. WealthManagement.com · Oct/01 19:24 UTC Estate & Tax Five Key Developments for Estate Planners and Litigators ↗ Highlights from the 2026 Jerry A. Kasner Estate Planning Symposium. WealthManagement.com · Sep/30 16:23 UTC Estate & Tax Estate Planning for Clients with Non-Traditional Heirs ↗ A growing opportunity to help child-free Americans carry out their legacy wishes. WealthManagement.com · Sep/30 15:37 UTC Estate & Tax Turning A Revocable Trust Into a Working Plan ↗ The advisor’s implementation role. WealthManagement.com · Sep/30 14:29 UTC Estate & Tax In the affordability crisis, 37% of parents are counting on financial help from the Bank of Baby Boomers and can’t wait for the Great Wealth Transfer ↗ The cost of childcare has led many families to turn to their parents before the Great Wealth Transfer. Fortune · Sep/27 10:00 UTC Estate & Tax ‘She says it’s just money’: My friend pays for everything. I should be grateful, but I can’t stand her anymore. ↗ “On each of these weekends away, she’s probably spending $500.” MarketWatch · Sep/26 15:30 UTC Estate & Tax Talking Trusts & Estates for Advisors: When to Use Revocable Trusts vs. Alternative Strategies ↗ Bryn Mawr Trust’s Jamie Hopkins details how revocable trusts work, their benefits and when it is appropriate to use them. WealthManagement.com · Sep/25 16:24 UTC Estate & Tax Creating a Lifetime Stretch Through a Charitable Remainder Unitrust ↗ It could provide a meaningful tax benefit WealthManagement.com · Sep/23 19:31 UTC Estate & Tax Multimillionaire author Bill Perkins says parents should give kids their inheritance in their 20s when it can transform their lives—not when they die ↗ The “Die With Zero” author says waiting until death to pass down wealth means children often get the money long after it could have changed their lives. Fortune · Sep/23 19:00 UTC Estate & Tax The estate-tax trap that lurks below the federal exemption ↗ State-level estate taxes can be imposed at much lower thresholds. From domiciles to the timing of moves, here's what financial advisors should keep in mind. Financial Planning · Sep/21 20:35 UTC Estate & Tax Deep talks first, trust vehicles later: 5 questions that reveal client goals ↗ In a series of webinars and journal articles, two lawyers and a financial planner are leading a collaborative discussion about how estate planning professionals can better serve… Financial Planning · Sep/18 14:00 UTC Estate & Tax A 'Disciplined Simplicity' Approach to Estate Planning ↗ Help match complexity with a client’s goals, concerns and ability to follow through. WealthManagement.com · Sep/16 15:49 UTC Estate & Tax Estate Planning for Embryos ↗ An overview of the legal landscape surrounding embryo ownership, use and disposition. WealthManagement.com · Sep/16 14:23 UTC Estate & Tax Over-Focusing on Estate Taxes Creates Tunnel Vision ↗ Be careful not to limit clients’ planning tools because of pre-conceived notions. WealthManagement.com · Sep/14 16:48 UTC Estate & Tax The Estate Planning Documents Clients Need At Every Life Stage ↗ A practical guide to what they need, and when. WealthManagement.com · Sep/14 16:38 UTC Estate & Tax Opportunity zone revisions give advisors a new tool for clients with big gains ↗ Advisors can leverage the updated opportunity zone program, starting in January, to help ultrahigh net worth clients defer capital gains. Financial Planning · Sep/11 18:38 UTC Estate & Tax Luminary Raises $22M to Scale AI Wealth Transfer Planning Platform ↗ The fintech, which launched in 2022, now supports client assets totaling more than $500 billion and plans to further expand its AI capabilities and commercial team. WealthManagement.com · Sep/10 10:00 UTC Estate & Tax Expecting an inheritance? Don’t count on it. ↗ Too many people may be relying on the so-called Great Wealth Transfer MarketWatch · Sep/09 14:05 UTC Estate & Tax Trusts & Estates: September 2026 Digital Edition ↗ Features on Estate Planning & Taxation, Fiduciary Professions and Financial Advisors WealthManagement.com · Sep/08 14:33 UTC Estate & Tax Tax 'traps' and capital gains strategies for in-kind charitable donations ↗ While donating stock is a clear win for clients to avoid capital gains taxes, gifts of property require a qualified appraisal to get a deduction. Financial Planning · Sep/04 16:53 UTC Estate & Tax The Trigger That Estate Plan Reviews Never Catch ↗ A shift in identity can lead to changes in what a client needs. WealthManagement.com · Sep/02 15:46 UTC Estate & Tax What Dolly Parton's philanthropy can teach advisors about estate planning ↗ The late singer and business mogul gave prodigiously throughout her life. Parton's example can tell advisors a lot about how to plan estates, especially for child-free clients. Financial Planning · Sep/01 20:46 UTC Estate & Tax Why Gen X should stop planning around an inheritance that may never arrive ↗ Gen X has been handed a hard set of facts. Less saved than the generation before it, no pension underneath, and obligations pointing in both directions. Fortune · Aug/30 09:30 UTC Estate & Tax Decoding opportunity zone rule changes to avoid tax hits for clients ↗ The OZ tax benefit for capital gains will still apply in 2027, but the original rule has an advantage worth weighing. Financial Planning · Aug/28 12:00 UTC Estate & Tax The $40 trillion national debt is growing while Social Security goes broke—because wealthy Boomers are collecting over $100k in benefits per year ↗ Boomers are getting 265% returns from Social Security—and the “great wealth transfer” won’t save Gen Z. Fortune · Aug/27 19:58 UTC Estate & Tax A consultant who once railed against ‘the billionaire boys club’ is now leading opposition to California’s wealth tax ↗ Ned Wigglesworth once blasted big donors for buying influence. Today, he’s helping lead a nine-figure campaign against Prop. 40 Fortune · Aug/27 19:38 UTC

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