Trusts

Pet owners are seeking guidance on funding alternatives, drafting detailed pet-care instructions and leaving significant sums of money that can run into the millions of dollars.

People affected by autism are underserved by the wealth management industry. Here’s how one advisor set out to change that.

The law has numerous income tax consequences for individuals and businesses.

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.

The family claims that the holdings in their trusts were overly concentrated in the shares of the once prominent publicly listed company that that went bankrupt in 2015.

There's no point in waiting on new policy to initiate preparation that is protective and vital, no matter what the ultimate law may be.

High-net-worth clients can be baffled by a number of trust vehicles that minimize the tax liability on IRAs. Here’s how advisers can guide them.

A unique structure that allows a client some income tax benefits, while also excluding trust assets from an estate.

Property can be a savvy investment — and offer significant advantages. But advisers have to know where to look.

Sure, these trusts are intended to shelter a beneficiary, but a non-grantor one presents numerous tax-liability issues.

Either a Clinton or Trump presidency could potentially bring changes in estate tax laws, so start preparing now.