Estate Planning

Northern Trust’s Suzanne Shier weighs in on tax issues for 2019 and beyond, straight from the conference floor.

Some trust planning techniques to maximize the benefits of basis.

Locating it in places you don’t necessarily expect it to be.

Take advantage of the higher exemption without losing control of assets.

As if divorce weren’t taxing enough, it’s about to get a lot more expensive.

Damages may be awarded, but injunction can't be issued.

Two big priorities are dominating the agenda.

Here's a quick rundown of some general rules for gifting to personal foundations.

Whole life insurance has been held up as somewhat holy and unaffected by the travails of universal life insurance. This has got to stop.