Trusts

The drastic changes are shaking up the status quo of estate planning. Here’s how financial planners need to change their approach.

Become a go-to source for philanthropic clients, and your practice could grow.

Planners should help clients navigate complex transactions to ensure risk is mitigated as much as possible.

Five ways to build a successful charitable planning practice.

The federal exemption does not cancel out key planning matters affecting everyone at death.

Details matter, explains an expert, like where their boat is docked.

Here’s what advisers should know about this increasingly available option, so they can help clients make the most educated choice.

For ultrawealthy clients who own property, an adviser's starting point should be an irrevocable trust. But you can't stop there.

Most fortunes disappear by the time grandchildren have taken control.

Bequests, endowments and other gifts demand expertise beyond traditional tax and estate help.