Trusts

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.