Trusts

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.