Managing your taxes can be one of the most complex aspects of estate planning and a new IRS rule change continues that trend.

While both types of trusts have similar benefits like avoiding probate and reducing tax burdens, these trusts have nuances that must be seriously considered, as these can impact investors’ financial ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

Estate planning has two components: the organizational (writing documents and securing funding) and the operational (what happens next as life goes on). Much emphasis is put on the organizational ...

Editor’s note: This is part four of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially for ...

Editor’s note: This is part six of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially for asset ...

When planning for the future, many people use trusts as a way to manage their assets, avoid probate, and protect their loved ones. But not all trusts are created equally. Determining which estate ...

Trusts can be a great tool to simplify the process of moving assets between generations, helping avoid some of the costs and delays associated with the process. Revocable trusts are a useful solution ...