The Trust Advisor

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Most successful businesses are aware of the importance of succession planning — the process of identifying influential positions within...

After practicing auld lang syne I paused to take stock of some of the steps I might take and resolutions I might make for my planning practice.

Despitestories of wealthy residents fleeing high-tax states, the empirical evidence shows the rich tend to move less frequently than poorer people.

Lawyers love to create long legal forms, with provisions that extend beyond what might be necessary. But off-the-shelf estate plans don't fit all.

The most disputed items may have little to no monetary value but that doesn’t make them any less important to family members who treasure them.

Retirement assets like 401(k) accounts and IRAs make up more than one in every three dollars of U.S. investments

The deal didn’t make a lot of waves immediately. But among those who were paying attention, the Reliance buyout amounted to a declaration of war.