A QPRT can be a tax-efficient way of transferring a primary residence or vacation home to the next generation.

Smart move or falling for the long con?

A new report by BMO Wealth Management gives some suggestions.

Domestic partner’s personal representative gets decedent’s insurance policy benefits.

An amended law helps private family trust companies serve more clients.

Lack of attention to nurturing family culture is the principal reason most plans fail.

A recent study says you should create a partnership.

Is it a threat, opportunity or potential headache for estate planners?

Auction house specialist had conflict of interest.

The application of the Atkinson legacy to grantor retained annuity trusts.