When it comes to estate planning, families often wonder whether it's better to leave behind a trust fund or a traditional ...

Life insurance trusts, particularly irrevocable life insurance trusts (ILITs), can minimize estate taxes and protect your ...

Here’s the sobering truth: the largest wealth transfer in U.S. history-almost $84 trillion-has already begun, bringing with ...

A living trust allows you to avoid probate, which can be lengthy and expensive. Details of a will are part of the public record, while a living trust offers privacy. A living trust is also known as a ...

A Beneficiary Defective Inheritor’s Trust, also known as a “BDIT,” is a specific type of estate planning trust. The purpose is to allow an individual who has a federal estate tax problem to maintain ...

A child's marriage can be one of the most hopeful and joyous occasions for a parent. Marriage can signify to a parent the official end of childhood and the start of adulthood where a mature child has ...

Some are quick to dismiss asset protection trust planning as too complex or unnecessary. For those not in a "certain tax bracket," this type of planning may seem like an over-reach by an estate ...

It can be helpful for a real estate portfolio. It can help avoid delays in passing assets down. It can be a means of securing your family's privacy. This article is intended for educational purposes ...

This article is intended for educational purposes only and is not legal advice. For guidance on your personal situation, please contact a lawyer. Estate planning is one of the hardest things you might ...