National growth fueled by trust, probate, and guardianship real estate, senior transition services, and a people-first, ...

As an estate planning tool, the generation-skipping trust can offer investors some tax advantages and other perks. For the family that uses it, this can be a way to have the third generation inherit a ...

Dynasty trusts let you pass wealth through multiple generations in a tax-savvy way. Let's discuss how they work, the tax ...

What will happen to your assets when you can no longer manage them? There are many opportunities when it comes to arrangements like these, and trusts are a big part of the planning process. If chosen ...

As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...

The strategies that protect and preserve family wealth in 2026 and beyond must be more sophisticated, more adaptable, and ...

A family trust can help ensure that your assets stay in the family. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take certain ...

The IRS on Thursday issued proposed regulations (REG-113295-18) to clarify that certain deductions are allowed to an estate or nongrantor trust because they are not miscellaneous itemized deductions.

Many advisors recommend clients set up trusts for their children or grandchildren to take advantage of new large estate-tax exemptions. Processing Content But that advice is often overly simplistic, ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Michael Boyle is an experienced financial professional with more than 10 years working with ...