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

Florida-based RIA Rossby Financial is also bolstering its appeal for tech-focused advisors with a new integration partnership ...

Learn how to protect your pets' future with expert legal tips! Discover pet trusts, naming caregivers, and estate planning ...

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

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 ...

Succession planning is an important strategic process for any business to undertake, but it is especially important for ...

Great Portland Estates backed its full-year guidance after a strong start to the year. The U.K. real-estate investment trust said Thursday that it continues to expect rental-value growth of between 4% ...

Key issues relating to community property (and quasi-community property) that counsel should consider when preparing an estate plan for married clients and clients who are registered domestic partners ...

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

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

The new regional leader brings nearly 25 years of experience as the firm seeks to tap a complex and evolving market.