Trusts

Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.

Some financial advisors and tax professionals with high net worth clients could find big advantages before the expiration of provisions of the Tax Cuts and Jobs Act.

Many financial planners have yet to incorporate crucial documents like wills and trusts into their service offerings — a potentially costly mistake, writes the CEO of a wealthtech platform.

Asking the right questions early on can help a planner identify gaps in an emerging estate plan and uncover opportunities for clients down the road.

With trillions in assets likely to be handed down in coming decades, financial planners shouldn't wait to establish rapport with investors' children.

August is Make a Will Month, and clients drafting wills can get quite specific. Here's a few interesting things experts are seeing in wills.

Schisms among parents, children and siblings are on the rise in the U.S. and must be factored into wills, powers of attorneys and other legal instruments.

Effective strategies depend on attention to ever-changing laws and to the clients' personal circumstances.

This tax-code authorized technique allows clients to remove a personal residence from their estate at a significantly reduced gift tax cost.

For clients who own investment properties, there are options that can make life easier.

The firm is still struggling to make sure investors can get their money out of its $69 billion crown jewel investment fund.

Allowing for "give" to cover future imponderables protects donors and beneficiaries alike, writes a trusts and estates attorney.

Independent financial advisors and wealth management firms are finding methods of collaborating more closely with professionals from other fields.

The billionaire investor claims Jenica Paulson knew all along about trusts she alleges he used to conceal assets.

Some favorite techniques used by the wealthy in recent years aren't looking so good amid higher interest rates.

A billionaire from post-Soviet Georgia and the giant Swiss bank are duking it out in Singapore over the failure of a trust company owned the financial institution to catch shady transactions.

The SECURE Act is unclear about whether some inherited retirement accounts have to be emptied out in 10 years or five.

Think you’ve locked in your high exemption from gift and estate taxes? The agency suggests a rethink.

Biden’s 2023 budget could be DOA, but advisors still have to shepherd clients tired of yet another round of talk about tax increases.

Harold Hamm, the founder of Continental Resources, will pass a stake of his company worth $2.3 billion to each of his five children.