Research
Research library
Research worth an advisor's time from research firms, asset managers, regulators, central banks, academics and think tanks, each with a short summary in our own words, plus AdvisorIQ's own analysis.
As of Oct 8, 2026, the library lists 8 pieces on estate planning.
Titles marked with an arrow open on the publisher's site. How we choose.
Estate planning
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As Advisors Move Upmarket, Tax and Estate Planning Technology Gain Momentum (opens cerulli.com)
Cerulli finds that as advisors serve wealthier clients, demand is rising for tools that support tax and estate planning. More than half of advisors, 55%, already offer trust and estate planning, and many who lack specialized estate planning software expect to adopt it within a year.
Topic: Estate planningcerulli.com
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SLATs: An Estate-Planning Strategy for Couples (opens schwab.com)
Schwab explains how a spousal lifetime access trust moves assets and their future growth out of a taxable estate while the other spouse keeps indirect access. It covers who these trusts suit, funding and trustee choices, and the drawbacks, including lost access on death or divorce and no step-up in basis.
Topic: Estate planningschwab.com
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How Much Financial Help Do People Give and Receive? Evidence from the Understanding America Survey (opens richmondfed.org)
Richmond Fed economists present new survey data on money passed between family members. Transfers are common but usually small and flow mostly from parents to adult children: 42% of respondents gave help and 21% received it, while inheritances and help with housing or education account for the largest sums.
Topic: Estate planningrichmondfed.org
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Don't take the "state" out of estate planning (opens fidelity.com)
Fidelity explains why the state a client lives in can reshape an estate plan even when federal estate tax is not a concern. Twelve states and the District of Columbia levy an estate tax and five levy an inheritance tax, and the piece covers domicile rules, state exemptions and the limits of portability at the state level.
Topic: Estate planningfidelity.com
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3 Estate-Planning Fallacies in the Post-OBBBA Era (opens schwab.com)
Schwab argues that the permanent $15 million federal exemption does not make estate planning optional. It walks through state estate and inheritance taxes, the cost of unwinding irrevocable trusts, and how a growing portfolio can outpace the exemption, as well as non-tax reasons to plan such as incapacity and guardianship.
Topic: Estate planningschwab.com
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Many Investors Expect Inheritances, Yet Few Likely to Maintain Benefactor's Advisor (opens cerulli.com)
Cerulli examines how heirs view their benefactors' advisors as more than $120 trillion is set to be inherited over the next 25 years. Most affluent investors expect or have received an inheritance, but only 27% of those expecting one would keep the managing advisor, and the share falls to 20% once the money arrives.
Topic: Estate planningcerulli.com
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Bequests (opens nber.org)
A broad review of research on bequests and other transfers between generations. It covers how common inheritances are across countries, the mix of altruistic and self-interested motives behind them, and how expected or received transfers shape saving, spending and work, especially for older givers and for heirs.
Topic: Estate planningnber.org
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How Much Could Will-Writing Reduce the Racial Wealth Gap? (opens crr.bc.edu)
This brief looks at how having a will affects the size of bequests and the passing of wealth across generations. Wills are linked to larger bequests that compound for heirs, and the authors estimate that closing the gap in will-writing between Black and White households would have narrowed the racial wealth gap by 10% over three generations.
Topic: Estate planningcrr.bc.edu
From AdvisorIQ
We have not published any articles of our own yet. When we do, they will be listed here, newest first, with the author and date on every piece.
Editorial
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