Trusts

The investment strategy may generate much greater loss harvesting than direct indexing, but backers point out that they work much differently.

Adoption of these applications has grown exponentially, but some advisors and attorneys say caution is warranted.

Financial advisors have the opportunity to spur important discussions and bring peace of mind to the uncertainty around the Tax Cuts and Jobs Act, an expert said.

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.