Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Why Trusts Matter More Than You Think
By Jeremiah BarlowAsk not whether clients are "rich enough" for a trust, but whether they're prepared for the future they're building.
January 28, 2026
Northern Trust Hit With $35M Elder Fraud LawsuitThe lawsuit alleges that Northern Trust's former vice president stole millions from a $20 million legacy trust.
January 03, 2026
7 Things to Know About Irrevocable Life Insurance TrustsIf you know, you know. If not, you'd better learn.
November 24, 2025
7 Tax-Efficient Ways to Give to Kids This Holiday SeasonGifting to minors can lead to major tax savings, Northern Trust Institute tax whiz Jane Ditelberg says.
October 20, 2025
Advisors Win Clients They Want With Estate Planning: Vanilla CEOYears ago, Gene Farrell says, estate planning was seen as the sole purview of attorneys. Not anymore.
October 09, 2025
6 Questions to Ask About Moving Trusts to Low-Tax StatesThere’s a lot to consider when it comes to relocating the entities in order to reduce taxation.
July 28, 2025
Income Annuities Meet Irrevocable TrustsFor the wealthiest clients, this combination can help establish a stable cash flow for future generations.
July 23, 2025
7 Ways Business-Owner Clients Can Prep for Natural DisastersNearly one-third of Americans have taken no financial steps to get ready for adverse events, polling shows.