This is a generationally significant moment—strategic action now can preserve and protect multigenerational wealth when it ...

The complexity of art and collectibles planning means procrastination can be costly. As market conditions, tax laws, and ...

The new omnibus budget bill sets the federal estate-tax exemption at $15 million for the next year and provides for the ...

However, you don’t have to be a member of the Rockefeller or Walton families to set up and benefit from a trust. “Trusts are ...

According to the company CEO, the effort is part of Trust & Will’s ongoing efforts to make advisors part of its service. “Most of our business has been focused on the direct-to-consumer side,” said ...

Choosing the right person to manage the assets you leave behind can be just as important as selecting who will inherit your ...

With a living trust, there's no probate. Upon your passing, the trustee you designate to oversee your trust will distribute ...

Jimmy Buffett's ongoing legal battle provides a window into estate planning issues and what Americans should do.