While mortality and legacies may be uncomfortable discussions, trusts offer very real advantages as instruments of outcomes-based, long-term planning.

It's not as complicated as it seems

Robert H. Sitkoff, John L. Gray Professor of Law at Harvard Law School in Boston, and Steven J. Horowitz, associate at the Chicago office of Sidley Austin, LLP

The commonly understood definition of “irrevocable” is:  unchangeable, unalterable, immutable, cast in stone, not able to be revoked.1 During the past couple of decades, however, the term “irrevocable,” as used in...

TD Ameritrade Institutional has formed a strategic partnership with National Advisors Trust Company to offer corporate trustee services to registered investment advisors that custody on the TD platform. The services were made available to the firm...

The case of Amanda Bynes’ illustrates how the decision can take a fatal toll on the family

If your client needs risk management, remind them that the more they have, the more they stand to lose.

Will New York try to take a final death-tax bite in the estate of Joan Rivers?

A review of the many developments that impact planners