Learn about employee trust funds, long-term investments set up by employers, typically as stock ownership or pension plans, benefiting both employers and employees.

Estate planning today often encompasses a series of goals, ranging from tax planning to asset management and asset control strategies. Many ultra-high-net-worth families seek asset or divorce ...

A recent real-life case demonstrated the importance of estate planners and trustees staying alert. Essentially, the founder’s (the estate planner) daughter reached maturity, and her new attorney ...

In the area of estate planning, the use of trusts has become so commonplace that most all estate plans utilize a trust in some manner. There are a wide variety of trusts in which practitioners utilize ...

Investment trusts offer a unique way to access diversified portfolios managed by professional investors. Our guide explains how these closed-ended funds work, their advantages over open-ended ...