High Net Worth

Because of the pandemic, this year's tax returns will be more complex than ever for many Americans.

Siblings' agreement ran afoul of the spendthrift protections of their father's trust.

Mary Trump sued in September claiming her aunt and two uncles conspired for decades to skim tens of millions of dollars off her inheritance after her father and then her grandfather died.

Here are the regulatory and operations provisions to be aware of.

Education is a key component to helping women invest.

Advisors, not corporate counsel, are often in the best position to design 10b5-1 plans that align with both regulations and insiders' financial goals.

How digital assets are taxed is poorly understood by clients and advisors alike.

Kestra is looking for better ways to prevent trust assets from going out the door, with the help of its in-house trust company, Arden.