What should fiduciaries do to protect themselves when faced with uncertainty regarding the tax consequences of this technique?

Technology is adding another layer of complexity to the planning process.

Global investors are jittery as markets navigate a world of rising interest rates, soaring inflation and the impact of China’s strict Covid policies on the global economy.

There's trouble ahead for certain irrevocable life insurance trusts.

Even if an artwork doesn’t increase in value, it provides its owner intangible benefits that equities do not.

Julius Baer’s shift toward offering crypto services is in stark contrast to Zurich rival UBS, which so far has said it’s not interested in advising clients on “speculative” assets.

A brief overview of the duties and responsibilities of executors.

Nathan Carman allegedly plotted a decade-long scheme to access millions.

Signed Form 890 is only an informal settlement.

The U.S. may be “the best place to hide and launder ill-gotten gains,” according to Treasury Secretary Janet Yellen.