Discover how estate duty, capital gains tax, and income tax affect your inheritance planning and learn strategies to protect your loved ones from financial burdens after your passing.

It’s a well-documented fact that most people do no estate planning. Of those who do, the majority use a last will to pass their estate to a spouse or divide it among their children. Most estate ...

Like a Registered Investment Advisor, a trustee has a fiduciary duty to manage the trust's assets for the good of the beneficiaries and put their interest first. A trustee can be an individual ...

SolStock / Getty Images Both ABLE accounts and supplemental needs trust (SNT), also known as ... blindness that occurred before the age of 26 A certificate proving that your disability or ...

It's hard to quantify the value of trust, but new research from Cerulli ... to those who believe their advisors adhere to a fiduciary duty. With the wealth management industry still split across ...