Learn the benefits and drawbacks of using trusts versus outright gifts when passing assets to your children or grandchildren.

STWD expands into net lease assets with a $2.2B deal, diversifying beyond commercial lending. Explore the risks, rewards, and ...

A key driver of Tesla's profit is disappearing fast as the U.S. government changes policies on an environmental asset known ...

Splitting up duties and making sure financial employees take vacations can help business owners prevent theft.

Wealth protection is simply ensuring that the hard-earned finances of the family are secured and safe for future generations.

Jimmy Buffett's widow Jane accuses co-trustee Richard Mozenter of "wasting" her money in a "retaliatory" lawsuit over the ...

As courts continue to narrow Judiciary Law §489’s safe harbor, and proposed legislation now targets sovereign debt, the ...

Jane Buffett is asking a court to remove her co-trustee from the late Jimmy Buffett's estate, which she says is valued at ...

The U.S. Securities and Exchange Commission is prepared to work with the Labor Department to establish guardrails for ...

Often, annuities and trusts are the best way to save for retirement and leave a legacy for your loved ones. However, when combined into what’s known as an annuity trust, they can provide powerful ...

What am I overlooking? We have one grandson and we will fund a 529 to cover college, although our son and his wife, another hedge-fund trader, have enough. I feel guilty. I enjoy vacations to Europe ...