An overview of the new fiduciary reporting requirements for trustees and their advisors.

Twelve questions to stimulate interest.

The rules on using email with encryption in certain instances also were updated.

Answers to some of advisors' most frequently asked questions about this powerful role.

Doing your due diligence before donating is more important than ever.

Too little attention often is paid to assets outside of the jurisdiction where the parties intend to reside.

Reporting requirements are set to commence on January 1, 2024. Here's how to prepare.

Higher tax rates actually may help your client.

Opportunities for tax savings and legacy planning abound.

It's often a better option, both in terms of dollars and cents and family stress, than passing on a residence to heirs.