Estate planning
As of Oct 8, 2026, AdvisorIQ lists 8 research pieces on estate planning.
Estate planning connects investment work to a client's family, heirs and charitable goals, and it often brings the advisor into conversations with attorneys and accountants. Independent advisors who understand trusts, beneficiary designations, gifting and wealth transfer can help clients avoid gaps that are expensive to fix later. This page collects webinars, replays, CE webinars from around the industry and research on estate planning.
From the research library
More research on estate planningLinks go to each publisher's own page. AdvisorIQ writes the summaries; inclusion is editorial and never paid.
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As Advisors Move Upmarket, Tax and Estate Planning Technology Gain Momentum
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.
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SLATs: An Estate-Planning Strategy for Couples
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.
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How Much Financial Help Do People Give and Receive? Evidence from the Understanding America Survey
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.
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Don't take the "state" out of estate planning
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.
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3 Estate-Planning Fallacies in the Post-OBBBA Era
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.
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Many Investors Expect Inheritances, Yet Few Likely to Maintain Benefactor's Advisor
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.
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Bequests
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.
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How Much Could Will-Writing Reduce the Racial Wealth Gap?
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.
Research and CE webinars from around the industry link to the publisher's or host's own page. AdvisorIQ writes the summaries; inclusion is editorial and never paid. CE for webinars from around the industry is shown as each host states it; AdvisorIQ does not confirm it. Times are Eastern. Today is Oct 8, 2026.