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

Most trusts are revocable trusts. However, there are a few scenarios where an irrevocable trust is necessary. For example, some people choose an irrevocable trust when they have a large estate that ...

These days, it’s not unusual for a client to use a trust instead of a will for their estate planning. Trusts offer a range of benefits, including asset protection, privacy, and efficient distribution ...

Putting your home in a trust can protect your assets while you’re alive and make the ownership transfer easier after your death. The trustee is often an adult child of the homeowner, who will ...

A trust can help minimize your taxes, protect your assets and spare your beneficiaries the hassle of probate court in the wake of your passing. A living, or revocable, trust can still have changes ...

For clients waiting to see if Congress will extend or cut the lifetime gift and estate tax exclusion next year, setting up an irrevocable trust now can be a base-covering estate planning option. Katie ...

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 ...

In Central New York, families planning for the future are increasingly turning to irrevocable trusts to secure their ...

Whether you’re creating legacy wealth or avoiding probate, a family trust can be a powerful tool—but it’s not right for everyone Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is ...