Skip to content
Articles related to

Estate Planning

Check
Navigate to undefined
Money Masterclass

Wealth Planning for Couples Without Children

Planning considerations for modern families.

Check
Navigate to undefined
Trends & Strategies

The 2022 Business Owner Benchmark Report

Gain insight on the most pressing challenges and opportunities facing business owners.

Check
Navigate to undefined
Money Masterclass

Tools to Transfer Values with Wealth

Maintain family harmony with these wealth transfer tools.

Check
Navigate to undefined
Trends & Strategies

Take Advantage of 2023 Tax Inflation Adjustments

Utilize your full lifetime gift and estate tax exemptions.

Check
Navigate to undefined
Money Masterclass

Secrets of Successful Business-Owning Families

Successfully transfer wealth and values with these five secrets.

Check
Navigate to undefined
Trends & Strategies

Opportunity Amid Uncertainty

Wealth planning strategies for stressed markets and rising rates.

Check
Navigate to undefined
The Art of Collecting

What Are NFTs? Understand Estate Planning Challenges

Understand this trend and how to incorporate it in your wealth plan.

Check
Navigate to undefined
Trends & Strategies

Year-End Planning: Harnessing Resilience

Experts share strategies to prepare for the new year.

Check
Navigate to undefined
For Advisors

Managing Stock Concentrations at Every Life Stage

Managing executive stock concentration is a top challenge for advisors.

Check
Navigate to undefined
Money Masterclass

Keeping the Family Business in the Family

Five strategies to preserve your family business for future generations.

Check
Navigate to undefined
Trends & Strategies

Preparing for IPO-Generated Wealth:Your Questions Answered

Learn how your company’s IPO may affect your financial plan.

Check
Navigate to undefined
Money Masterclass

The Well-Prepared Family

Gain a complete view of your wealth, goals and intentions.

Check
Navigate to undefined
Trends & Strategies

Are You Making the Most of Low Interest Rates?

Revisit several aspects of your wealth plan that are sensitive to interest rates.

Check
Navigate to undefined
For Advisors

Delaware Trusts: Safeguarding Personal Wealth

Explore legal and tax benefits for nonresidents.

Check
Navigate to undefined
For Advisors

Nevada Trusts: Safeguarding Personal Wealth

Explore legal and tax benefits afforded by state law.

Check
Navigate to undefined
For Advisors

2021 Wealth Planning Symposium: Advisor Benchmarking Report

Professional advisors share insights on key themes transforming the wealth planning landscape.

Check
Navigate to undefined
Trends & Strategies

Interstate Relocation Checklist

Follow these steps to navigate the financial aspects of your move.

Check
Navigate to undefined
For Advisors

Today's Top Tax and Estate Planning Techniques

Practical advice to give clients the confidence to take action amid an uncertain future.

Check
Navigate to undefined
Trends & Strategies

Navigating Possible Tax Policy Changes

Plan for uncertainty by incorporating flexibility to accommodate changing policy.

Check
Navigate to undefined
Money Masterclass

Does Placing Your Business in Trust Mean Giving Up Control?

Strategies for striking a balance between trustee duty and family control.

Check
Navigate to undefined
Money Masterclass

Planning with Purpose: Philanthropic Intent

Build an enduring legacy with intentional philanthropic planning.

Check
Navigate to undefined
Money Masterclass

Making Philanthropy Part of Your Leadership Succession Plan

How to make philanthropy part of succession planning.

Check
Navigate to undefined
Money Masterclass

The Gray Remarriage: Avoid Accidentally Disinheriting Your Loved Ones

In blended marriages, the threat of accidental disinheritance is real.

Check
Navigate to undefined
Money Masterclass

Navigating Trustee Selection

Your wealth transfer plan’s success depends on the trustee.

Check
Navigate to undefined
For Advisors

Serving Clients In An Evolving Fiduciary Landscape

COVID-19 has made a lasting impact on almost everything, and trust management is no exception.

Check
Navigate to undefined
Money Masterclass

Transfer Wealth Purposefully with a Statement of Intent

Set your family up for success by sharing your intentions.

Check
Navigate to undefined
Money Masterclass

A Stress Test For Your Estate Plan

Are there surprises lurking in your plan?

Check
Navigate to undefined
Money Masterclass

Family Business: The Keep or Sell Decision

Decide whether to keep or sell your family business.

Check
Navigate to undefined
Money Masterclass

Navigating Generational Divides

Establish a plan to manage wealth together.

Check
Navigate to undefined
Money Masterclass

5 Components of a Successful Succession Plan

Help your business thrive through a succession plan.

Check
Navigate to undefined
Money Masterclass

Legacy Planning: Supporting Family and Causes

Know your options for gifting to family and charitable causes.

Check
Navigate to undefined
Money Masterclass

Incorporating Family Well-Being In Your Plan

Prepare your family for challenges they could encounter.

Check
Navigate to undefined
Money Masterclass

Common Reasons Business Sale Transactions Fail

Avoid common pitfalls that derail the sale of a business.

Check
Navigate to undefined
Money Masterclass

How to Select the Right Estate Executor

Learn how to select the executor of your estate.

Check
Navigate to undefined
Trends & Strategies

Making Decisions as a Family

Expand your dialogue to make better decisions and communicate purpose.

Check
Navigate to undefined
Trends & Strategies

The New Longevity and End-of-Life Care

Prepare, communicate and revisit your advance directives.

Check
Navigate to undefined
Trends & Strategies

Modern Families Need Modern Estate Plans

Estate Planning has not caught up with changing family structures. Work with your advisors to overcome this disconnect.

Check
Navigate to undefined
Money Masterclass

10 Questions for Finding the Right Estate Planner

Look for relevant experience and a good rapport.

Check
Navigate to undefined
Money Masterclass

Estate Planning Strategies to Help Avoid Disaster

Keep the family peace and help ensure your wishes are carried out.

Check
Navigate to undefined
Trends & Strategies

Tying the Financial Knot: Unmarried Couples Need a Plan Too

Know your options as an unmarried couple.

Check
Navigate to undefined
Money Masterclass

4 Steps to Help You Take Charge of Your Financial Life

Discover key steps for your next financial chapter.

Check
Navigate to undefined
Money Masterclass

Discovering New Possibilities

Learn how one woman moved past worry and is confidently guiding her financial future.

Check
Navigate to undefined
Money Masterclass

Planning with Purpose

Partnering on a new approach to wealth planning.

Check
Navigate to undefined
Money Masterclass

Selecting a Financial Advisor

What qualities should wealthy individuals look for in a financial advisor?

Check
Navigate to undefined
Money Masterclass

Successful Wealth Transfer Starts with Conversations

Insights on Successful Wealth Transfer.

Check
Navigate to undefined
Money Masterclass

Passing Down More than Money

Study: Gain greater peace of mind and family harmony with a goals-driven approach to wealth management.

Check
Navigate to undefined
Trends & Strategies

Tax Policy Resource Center

Research-based insights at the intersection of changing tax policy and managing complex wealth.

Check
Navigate to undefined
Trends & Strategies

Changing Tax Policy: Plan, Don’t Predict

Learn our outlook for the most likely tax changes and how to prepare your plan for change.

Check
Navigate to undefined
Money Masterclass

Modern Trust Provisions

Evolve your clients’ trusts and wills with these 26 provisions.

Check
Navigate to undefined
Money Masterclass

Funding your Lifestyle and Ambitions

Our goals-based approach helps you make critical financial decisions and do more with your wealth.

Check
Navigate to undefined
Case Study

How One Family Instilled Purpose in Their Wealth Plan

Avoid family conflict with a new approach to wealth planning.

Check
Navigate to undefined
Trends & Strategies

The 2022 Business Owner Benchmark Report

Gain insight on the most pressing challenges and opportunities facing business owners.

Check
Navigate to undefined
Case Study

How a Vesting Event Revealed Flaws in an Executive's Estate Plan

Refining an estate plan to address concentrated equity risk.

OPTIMIZE YOUR WEALTH PLAN

Guided by The Northern Trust Institute’s evidence-based approach, our advisors can recommend strategies that have proven most effective for clients like you. Request a meeting to begin improving your plan.

ABOUT THE INSTITUTE

The Northern Trust Institute is a collaboration of more than 175 experts who harness insights from real-world client outcomes and equip our clients with advice that is tested, meaningful and timely.