Trusts serve a variety of tax, asset protection and estate planning purposes for families, and over the years different types of trusts have evolved to best serve families’ planning needs and ...

Estate planning today often encompasses a series of goals, ranging from tax planning to asset management and asset control strategies. Many ultra-high-net-worth families seek asset or divorce ...

Think estate planning is only for the wealthy? Think again. In this episode of the HerMoney Podcast, Jean Chatzky sits down with elder law attorney and former NY State legislator Ann-Margaret Carrozza ...

If you don't measure your financial planning by years or even decades, but by centuries and generations, you'll want to know a lot more about dynasty trusts. Americans are largely unprepared for the ...

Financial advisors often work with clients who hold or plan to leave assets in trust. But clients may be reluctant to commit to trust terms that may govern for generations in the face of changing laws ...