Trusts

Prepping clients for natural disasters and climate emergencies should start with coverage and end with estate planning.

The massive law filled in some important answers for financial advisors and tax pros' many questions coming into the year. Here's a roundup of FP's coverage.

While stock values get the most attention after the Fed cuts rates, they affect trusts, too. Some beneficiaries of entities without flexible distribution provisions could take a big hit.

Winning the Powerball jackpot may be unlikely, but clients experience unexpected windfalls every day.

The use of multiple entities as a means of shifting a high net worth client's yearly income could help rack up bigger breaks, with some caveats.

Nearly one-third of affluent investors don't have an estate plan, according to an Escalent survey. For advisors and clients alike, estate planning conversations can be difficult but essential.

What was once largely a source of referrals for outside professionals is moving in-house for financial advisors in many cases. Here are some examples.

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.

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.