Insights to inform, perspectives to guide.

Signed into law on July 4, 2025, the One Big Beautiful Bill Act made some of the most sweeping permanent changes to the U.S. tax code in decades. The estate tax exemption alone jumped to $15 million per person. For advisors, that number signals the need for an immediate conversation with every high-net-worth household on your roster. 

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This plain-language breakdown walks through 11 key provisions, from expanded SALT deductions and permanent income tax brackets to new savings vehicles for children and bigger breaks for business owners, so you can translate the law into clear, client-ready guidance fast.

More than $124 trillion will change hands by 2048, and research indicates that 70% of heirs switch advisors after inheriting wealth. Together, those statistics define the central challenge facing advisory practices today. 

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Capturing the Great Wealth Transfer requires protecting the relationships you've already built as wealth moves to spouses, children, and the next generation. This white paper breaks down who holds the wealth, who will inherit it, and what advisors can do right now to close the retention gap, with a specific focus on how estate planning and multigenerational engagement become the most durable differentiators in your practice.

From incapacity planning and digital asset management to charitable giving structures and family governance, a comprehensive estate plan touches nearly every dimension of a client's financial life.

This playbook gives advisors a full-spectrum framework for bringing estate conversations into regular client interactions, with practical scripts, clear explanations for each planning component, and guidance on when to raise each topic.

An estimated $124 trillion is set to change hands over the next two decades, yet 70% of intergenerational wealth transfers fail. Rather than poor investing or tax mistakes, research consistently points to a breakdown in family communication. The holidays, when families are often physically together in the same room, offer a rare opportunity to start the conversations that protect what gets built over a lifetime. 

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This guide gives you the scripts, timing strategies, and reframing tools to help clients turn the dinner table into a launchpad for real legacy planning.

On April 3 and 4, 2025, U.S. stocks erased $6.6 trillion in value in 48 hours. For clients, that kind of drop can create real uncertainty about the future, which is when your role as an advisor becomes most important.

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This white paper shows how to use legacy conversations to redirect client anxiety toward long-term purpose, deepen trust when it matters most, and position yourself as the advisor who offers clarity in the face of anxiety and overwhelm.

According to a survey of 434 financial advisors conducted in late 2025, 86% now offer some form of legacy planning, and nearly half report that their clients intend to pass assets while still alive. The era of estate planning as an end-of-life checkbox is over. Today, it's one of the most powerful growth levers in the advisory business, tied directly to referrals, next-gen retention, and measurable AUM growth. 

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This research report unpacks where the industry stands, where the gaps remain, and what the advisors seeing the strongest results are doing differently.