Trusts

Forming a trust now and funding it after Congress decides whether to keep the current gift tax exemption rate could make for an effective preemptive strike.

Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for financial advisors to consider.

The authors of a new study explaining the specific significance of trusts for building Black wealth used the analogy of a beach filled with starfish.

Young athletes are raking in as much as several millions of dollars a year, but the nascent legalized pay for student-athletes needs reforms, a new study said.

The media mogul is in court to allow him to change the terms of a trust — but it's not that easy.

They give advisors an opening into deeper conversations with clients, while their clients can express the larger vision behind their hopes for the future.

The tax advantages and a degree of flexibility have added to the appeal of spousal lifetime access trusts. But they aren't a fit for everyone.

The standalone trusts or provisions within other entities can help clients protect assets. Here's why they may need a nudge to speak with an estate attorney about this.

A recent survey of 280 financial advisors from the online estate platform Trust & Will found that while almost all believed in encouraging estate plans, many had yet to develop their own.

The second annual Private Business Owners Survey by Brown Brothers Harriman found that over one-third of private business owners said their family's values are different from those of the family business.

Tax professionals are calling for changes to the proposal, even though they welcome clarifications they have been waiting on for decades.

This combination of trusts, credits and other tax strategies are great ways help wealthy clients protect their families and their businesses.

New rules for IRA beneficiaries, the expiration of the Tax Cuts and Jobs Act and guidelines for qualified stock make these strategies especially relevant.

Financial advisors who specialize in estate planning say regular clients can learn from these messy celebrity situations.

For financial advisors, tax professionals and their clients, the opportunities and acronyms look endless. Three experts explain the key questions to consider.

Estate attorneys are creating trusts to extend wealth until people who get cryonically preserved can be revived — even if it's hundreds of years later.

Art carries higher rates than most investments, but financial advisors and their clients can tap into trusts, charitable donations, loss harvesting and the stepped-up basis.

Just 9% of wills take pets into account. Here's how advisors can have a conversation with clients to ensure pets are properly included in their estate plans

These issues loom especially large for the LGBTQ client base, which is the focus of a new national initiative launched by financial advisors, lawyers and other professionals.

Changes in residency, qualified personal residence trusts and other methods cited by experts carry big savings — with some caveats.