Trusts

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.

Tax professionals are calling for changes to the proposal, even though they welcome clarifications they have been waiting on for decades.

This combination of trusts, credits and other tax strategies are great ways help wealthy clients protect their families and their businesses.

New rules for IRA beneficiaries, the expiration of the Tax Cuts and Jobs Act and guidelines for qualified stock make these strategies especially relevant.

Financial advisors who specialize in estate planning say regular clients can learn from these messy celebrity situations.

For financial advisors, tax professionals and their clients, the opportunities and acronyms look endless. Three experts explain the key questions to consider.