Empower, the second-largest U.S. retirement plan provider, added alternative asset manager giant Blackstone to its private ...

IRS Private Letter Ruling 202550004 addresses tax implications when charitable trust distributes all assets to private ...

Stan Kroenke tops US landowner rankings with 2.7M acres after buying 937K acres of New Mexico ranchland for undisclosed price ...

Careful drafting and attention to entity type and characterization can help avoid unintended consequences.

BlackRock survey reveals advisors focus on estate planning, but overlook tax planning when working with high-net-worth ...

Pisces Wealth and Hillside Wealth join Integrated from Keating Financial Advisory Services, an RIA that broke away from ...

Kent encourages advisors to help clients reduce concentrated positions and avoid large capital gains by using appreciated assets to fund charitable goals. After estimating the tax savings for one ...

JPMorgan seeks restraining order against ex-advisor Kevin Sercia for allegedly soliciting clients after joining LPL Financial ...

Professionally managed assets in the U.S. hit a record $73.7 trillion, with the retail channel nearing a return to recent ...

With the proliferation of states that have abolished the rule against perpetuities (RAP) or introduced a statutory RAP with ...

Creative Planning adds to its international division with the addition of Baseline Wealth, giving it a presence in Geneva and ...

Every other year, Trusts & Estates revisits which jurisdictions provide the most favorable environment for multigenerational ...