Woman sought to have large inheritance placed in fully discretionary trust to avoid losing disability benefits ...

Trustees are often given discretion over the circumstances under which a distribution may be made from a trust to a ...

Can I move my properties into a trust with children aged 18+ as beneficiaries? Will the income from rental go to them?

As America stands on the cusp of the largest wealth transfer in history, both inheritors and creators are increasingly ...

Kestra Private Wealth Services LLC grew its position in EPR Properties (NYSE:EPR – Free Report) by 1.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange ...

Following a busy year of product developments, the global cloud-based technology solutions provider has unveiled another enhancement for its principal product offering.

Designed to provide broad exposure to the Consumer Discretionary - Broad segment of the equity market, the First Trust Consumer Discretionary AlphaDEX ETF (FXD) is a passively managed exchange ...

As wealth management evolves, South African high-net-worth individuals ("HNWIs") are increasingly looking for efficient offshore structures to ...