estate planning

Advisor Upside

BFFs? A Third of Gen Z Intends to Leave Inheritance to Friends

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Nearly a third of US adults plan to leave a financial gift, but only a fifth expect to receive one, per Northwestern Mutual.

2 min read

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Advisor Upside

How Advisors Can Avoid Becoming Over-Reliant on AI

Even for grunt work tasks, unchecked AI use can wind up hurting relationships.

1 min read
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OP-ED | Advisor Upside

How Estate Plans Are Changing Under the Trump Administration

With President Trump now in his second term, estate tax policy has once again taken center stage.

2 min read

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