Trusts

Clients “want to participate, they want to co-create,” In|Vest conference attendees are told.

With accounts now often reaching seven figures, estate planning expert Natalie Choate delved into the complexity of the increasingly important tool.

The tax law overhaul has created planning opportunities.

Advisors are ensuring that multibillion dollar estates go exactly where HNW clients want them to go.

Picking up on a client's unspoken wishes led an advisor to an unexpected asset allocation — one that benefited the client's daughter.

Morgan Stanley was dragged into the family spat as father and children fought a tug-of-war over two accounts held at the firm.

The law now creates a different method of caring for relatives while preserving the family’s financial plan, a John Hancock associate counsel writes.

Financial planners don’t have to be attorneys to help clients avoid high cost oversights

Instead of the client’s grown children getting a preset amount at, say, age 25, the decision is strictly at the trustee's discretion.

Digital assets are an increasingly important, yet overlooked, part of a client’s profile.

While proceeds from life insurance are not subject to income tax, there are other taxes that will apply. But there are steps to take to avoid those liabilities too.

Most people, particularly younger clients, worry that they will not be able to get their Social Security benefits by the time they retire.

Caretakers for those with developmental challenges can feel lost when it comes to their financial options.

Much of the latest guidance about setting up trusts is overly simplistic and can do a disservice to clients.

As head of the Fiduciary Trust’s New York division, Paulina Mejia in charge of growing the firm’s private wealth business in the region.

Top wealth planners say they’re seeing increased interest in dynasty trusts as clients look to capitalize on the new tax law.

Addressing the subject of mortality can be tough — but advisors can help make the conversation less painful.

Only 17 states permit these trusts, which can play an important role in planning for income taxes and estate taxes.

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.