Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Britney Spears Is One of a Million Adults in Conservatorships. Here's What Advisors Should Know.
By Jane Wollman RusoffEstate attorney Michael Hackard talks to ThinkAdvisor about this controversial, yet common, arrangement and why advisors shouldn't get involved.
June 08, 2021
Which Kind of Trust Is Right for Your Client? 9 Questions to AskYour clients' reason for establishing a trust is the key to helping them choose the best option.
April 21, 2021
8 Trusts That Can Help Reduce Estate TaxesIf proposals from President Biden and Sen. Bernie Sanders come to pass, demand for these trusts could rise dramatically.
December 16, 2020
6 Economic Predictions for 2021: Northern TrustChief Investment Officer Bob Browne explains his take on the U.S. economy and political scene and how markets will respond.
December 16, 2020
10 Facts to Know About Irrevocable TrustsAn irrevocable trust is a valuable estate planning tool for tax avoidance and asset protection, but there are limitations to be aware of.
December 03, 2020
10 Facts to Know About Revocable TrustsClients with a sizable estate who are concerned about privacy or probate could benefit from a revocable, or living, trust.
September 03, 2020
6 Economic Predictions for the Next 5 Years: Northern Trust, 2021The economy will likely bounce back this year, but 2021 and beyond is more uncertain, CIO Bob Browne tells ThinkAdvisor.
May 06, 2020
What It Takes for Investors to Trust the Investment Management IndustryAmong professions, financial services ranks in the middle tier of trust while medicine ranks at the top, the CFA Institute reports.