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 ...

For many years, certain trusts have proven exceptionally effective for wealthy individuals and to transfer some of their assets to the next ...

A charitable remainder unitrust or annuity trust could help inherited individual retirement account heirs push back the additional income and accompanying taxes; a non-grantor trust can tap into the ...

Annuity professionals are navigating one of the most opportunity-rich, yet misunderstood, moments in our industry's history. Between longevity risk, inflation uncertainty, and the ripple effects of ...

In affluent financial planning circles, the discussion often turns to tools such as charitable lead annuity trusts and reversionary charitable lead annuity trusts. These vehicles offer avenues for ...

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In Nosirrah Management, LLC vs. AutoZone, Inc. (W.D. Tenn. April 14, 2025), a district court held on summary judgment that an insider didn’t have to disgorge his profits from the sale of stock ...

Tiger Tables is an excellent software program that performs standalone calculations of the actuarial factors needed by trusts and estates practitioners. It includes the computations needed for the ...