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.