In a market environment that tempts panic, a recent study reminds us that many foundations are here for something bigger.

De-risking the business is key to ensuring the client is left on financially solid ground post sale.

Children received taxable gifts when they purchased property at discount.

Geneva-based Brainvest is expanding its offerings to assist a new generation of heirs who live around the world and sometimes spend beyond their means.

Many regional banks also have trust departments and/or associated trust companies.

A purported amendment wasn’t a qualified judicial reformation.

Even if the investments declined in value last year, you might still be on the hook for capital gains.

Last month’s column generated a number of questions about goodwill from Wealthmanagement.com readers.

It also provides for increased reporting about trusts.

Restrictions will make it more difficult to use these planning techniques.