Wealth Management

Learn wealth management strategies for estate planning. Discover how to preserve assets, optimize taxes, and build generational wealth through trusts and pla...

What are the key components of wealth management in estate planning?

Wealth management in estate planning typically includes asset allocation, tax optimization strategies, risk management, and succession planning. These components work together to help preserve and transfer wealth efficiently while addressing both current financial needs and long-term legacy goals for families.

How Billionaires Use $1 Salaries to Dodge Taxes

How Billionaires Use $1 Salaries to Dodge Taxes

Discover how billionaires use minimal salaries to reduce tax burdens and what it means for estate planning.

SimplyTrust EditorialDecember 28, 2025

Flagstar Private Bank Enhances Wealth Planning Services

Flagstar Private Bank Enhances Wealth Planning Services

Discover how Flagstar Private Bank is reshaping wealth planning services and what it means for your estate planning.

SimplyTrust EditorialDecember 10, 2025

Flagstar Bank Expands Wealth Services with New Offerings

Flagstar Bank Expands Wealth Services with New Offerings

Discover how Flagstar Bank’s new wealth services can enhance your estate planning strategy.

SimplyTrust EditorialDecember 10, 2025

Goldman Sachs Shares Key Steps for Founders’ Wealth Planning

Goldman Sachs Shares Key Steps for Founders’ Wealth Planning

Goldman Sachs outlines essential steps for founders managing sudden wealth.

SimplyTrust EditorialOctober 22, 2025

New Trends in Family Office Wealth Management Training

New Trends in Family Office Wealth Management Training

Discover the latest trends in wealth management at the Family Office course in November 2025. Secure your family’s financial future today!

SimplyTrust EditorialOctober 21, 2025

Join Ritholtz Wealth Management in Washington, DC

Join Ritholtz Wealth Management in Washington, DC

Join Ritholtz Wealth Management in DC on Nov 17-18 for expert insights on estate planning and tax strategies.

SimplyTrust EditorialOctober 20, 2025

New Proposal Targets Dynasty Trusts for Taxation

New Proposal Targets Dynasty Trusts for Taxation

Explore a new proposal targeting dynasty trusts and their tax implications for the ultra-wealthy.

SimplyTrust EditorialOctober 2, 2025

Innovative NYC RIA Enhances Estate Planning for Clients

Innovative NYC RIA Enhances Estate Planning for Clients

Discover how a $13.6 billion NYC RIA is transforming estate planning with innovative advisor teams.

SimplyTrust EditorialOctober 1, 2025

Savant Wealth Expands with $1.2B Minnesota Firm Acquisition

Savant Wealth Expands with $1.2B Minnesota Firm Acquisition

Savant Wealth Management’s acquisition of PrairieView Partners reshapes the estate planning landscape in Minnesota. Discover the implications!

SimplyTrust EditorialSeptember 3, 2025

Optimizing Tax Benefits from the Big Beautiful Bill for Wealthy Retirees

Optimizing Tax Benefits from the Big Beautiful Bill for Wealthy Retirees

Discover how the Big Beautiful Bill could be a game-changer for wealthy retirees. Learn to navigate tax benefits and preserve your wealth.

SimplyTrust EditorialJuly 16, 2025

Navigating Death and Taxes: The New Landscape for Family Offices

Navigating Death and Taxes: The New Landscape for Family Offices

Fear death and taxes no more! Discover how a new legislative bill is changing the game for family offices in estate planning.

SimplyTrust EditorialJuly 5, 2025

New Estate Tax Law: A Windfall for the Wealthy

New Estate Tax Law: A Windfall for the Wealthy

Explore the impact of the new $15 million estate tax exemption on wealth transfer.

SimplyTrust EditorialMay 15, 2025