Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for ...

While CRTs might introduce complexity into the estate and tax planning, under certain circumstances and with thoughtful ...

For clients with highly appreciated assets aiming to transfer part of their holdings to an heir in a tax-efficient way while giving to a nonprofit, charitable remainder trusts could be a fit.

For business owners considering a sale, a charitable remainder unitrust may result in a more favorable financial alternative ...

Planning for a successful retirement isn't just about saving enough, it's about creating a reliable mix of income streams that can support your lifestyle in a tax-efficient and sustainable way.

Kee, senior wealth adviser at Portland’s Focus Partners/Wealth, says the pandemic prompted many to think about the future.

Gene Hackman and his wife Betsy's wills have been revealed publicly. The couple had named each other as the personal representatives and recipients of their estates before they were both found dead in ...

A month after the couple died separately in their New Mexico home, an outside party has been appointed as the representative for their estates.

Estate planning opportunities for trusts with S corporation stock. From the Tax Adviser: Electing Small Business Trusts T he ...

Gene Hackman appointed his wife, Betsy Arakawa Hackman, as the beneficiary to his $80 million estate, but her death opens the ...