FATCA, aimed at cracking down on offshore tax evasion, is hurting accidental US citizens who can’t open bank accounts.

The proposed LTC Trust Act would require employees to pay a percentage of their incomes (via a payroll tax) into the state’s long-term care fund.

Purpose trusts are nothing new, but this is an elegant twist on the strategy to achieve Yvon Chouinard’s objectives.

You’re going to need a longer bridge.

Those without adequate expertise and support should leave well enough alone.

His letters express concerns that such arrangements often are used as tax evasion vehicles by the uberwealthy.

How to decide whether to create a Florida Community Property Trust (with an assist from The Bard).

An update on philanthropy legislation from Capitol Hill.

In October, the first cohort of 49 advisors will graduate from the new program, part of the firm's strategic emphasis on expanding resources for advisors to clients with more than $5 million in assets.