Preserving generational wealth with trusts, life insurance and annual gifts are among key strategies for the current $84 trillion wealth transfer.

FDVV blends dividend income with tech exposure, offering retirees strong total return potential and portfolio resilience.

If you are wondering about the tax implications of money you receive in an inheritance, you may benefit from an IRS tool that can help answer some of your questions. The tool will only go so far-- you ...

The Trust was formed to own an overriding royalty interest of the net proceeds attributable to certain producing oil and gas ...

The Tax Law Center at New York University Law has recommended repealing or amending the qualified small business stock provisions of the tax code—known as section 1202—to prohibit this gifting of ...

Discover Franklin Universal Trust: a mix of junk bonds & utility stocks designed for income & inflation protection.

The One Big Beautiful Bill Act's increase of the state and local tax (SALT) deduction cap creates an opportunity to use multiple non-grantor trusts to maximize deductions and enhance estate planning.

President Donald Trump signed the One Big Beautiful Bill Act (OBBBA) into law on July 4, 2025. The OBBBA represents a significant overhaul of the ...

The Big Four firm has acquired certain assets of a boutique firm specializing in fiduciary trust services, based in ...

Trusts are surging in popularity as a way to avoid inheritance tax, according to financial advisers on the frontline of estate planning. We look at what trusts are and if they are right for you.