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.