A prime example of a sophisticated strategy where advisors, attorneys and life-insurance professionals can work together to add value. Just don’t discount how things could play out in real time.

The company -- best known for commission-free trading of stocks and crypto -- has begun adding support for traditional IRA and Roth IRA retirement accounts, as well as pension accounts.

Will required annual reporting on trust assets actually come to pass?

Grantor trusts and generation-skipping transfers are just a few of the items under the administration’s microscope.