-
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.
11h ago -
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.
August 1 -
The investment strategy may generate much greater loss harvesting than direct indexing, but backers point out that they work much differently.
May 12 -
Adoption of these applications has grown exponentially, but some advisors and attorneys say caution is warranted.
April 30 -
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.
April 4 -
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.
March 25Casner & Edwards -
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.
March 17 -
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.
March 11 -
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.
February 4 -
The media mogul is in court to allow him to change the terms of a trust — but it's not that easy.
January 29