Modern trusts require the services of robust professional trustees adept at navigating complex legal, tax, investment and regulatory issues.
A flash poll of over 300 financial advisors shows many favor Trump’s tax plan for their clients—and themselves.
With only some reservation, most advisors expect Trump’s tax plan to benefit their clients, as well as their own businesses, according to a WealthManagement.com flash poll.
A high-level overview of the key provisions of the Republican tax reform Framework.
“We say: Plan as you normally would, it’s way too unpredictable."
The bank was found in breach of estate administration duties.
Balancing financial success, self-worth and fulfillment
A recent Private Letter Ruling held that reforming a trust wouldn’t cause assets to be included in a grantor’s spouse’s estate and wasn’t a gift by the spouse for federal gift tax purposes.
Two client segments—Millennials and women—are ahead of the curve.
For some clients, it may be a better choice than a donor-advised fund.
