IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

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 3 pieces from asset managers on estate planning.

Titles marked with an arrow open on the publisher's site. How we choose.

Estate planning

3 pieces · More on estate planning

  1. SLATs: An Estate-Planning Strategy for Couples (opens schwab.com)

    Schwab Center for Financial ResearchResearch from an asset manager

    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

  2. Don't take the "state" out of estate planning (opens fidelity.com)

    Fidelity InvestmentsResearch from an asset manager

    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

  3. 3 Estate-Planning Fallacies in the Post-OBBBA Era (opens schwab.com)

    Schwab Center for Financial ResearchResearch from an asset manager

    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

See also: Topics · Compliance deadlines and industry events · CE requirements, with sources · CE calculator · Search AdvisorIQ

Editorial

How we choose

  • Inclusion is editorial. No publisher pays to be listed, and none can.
  • We leave out any piece that features or recommends a specific fund, ETF, model portfolio or other product.
  • Summaries are AdvisorIQ's own words. We link to the original on the publisher's site rather than copy it.
  • We do not list pieces behind a paywall or a registration form, or pieces from media outlets and advisor platforms; we link to the original source instead.

More in our editorial standards.