Trusts

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.

The IRS has proposed regulations that could reduce or eliminate valuation discounts for the wealthy by the end of the year.

There’s one goof every adviser should take extra precautions to avoid: being careless about those IRA beneficiary forms.

Planners may be called on to invest assets within a client’s trust, but the ability to do so can vary greatly. What's more, the election outcome could eliminate some trusts altogether.

A NING trust can provide significant savings and help clients avoid gift tax ramifications.

Certain trusts could have saved heirs $100 million or more — and ensured the musician’s money went to the people and causes he chose. Here are just a few of the tools he could have used.

If a client becomes incapacitated, who will give the financial planner directions?

Examining these issues may take the guesswork out of a client's estate plan.

'Shark Tank's' Kevin O'Leary assumed the starter role for his own venture into ETFs this month, partnering with FTSE Russell to launch the O'Shares FTSE US Quality Dividend ETF, the first in a series of five smart beta funds.