Advisers have said that clients are looking to protect their wealth and mitigate tax liabilities before changes are set to come in this April ...

Learn how irrevocable trusts protect assets, reduce estate taxes, and provide long-term financial control by placing wealth ...

Estate planners need to rethink how they draft choice of situs provisions as reforms finally modernize 55-year-old trust law ...

Learn how qualified disability trusts offer tax exemptions for special needs planning. Discover eligibility criteria, benefits, and reporting requirements to save on taxes.

Splitting The Difference Structuring And Restructuring Interests In Trusts,” by Diana S.C. Zeydel. Modern irrevocable trusts ...

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

Trusts serve a variety of tax, asset protection and estate planning purposes for families, and over the years different types of trusts have evolved to best serve families’ planning needs and ...

Advisors must navigate new wallet-to-wallet reporting, Form 1099-DA requirements, and digital asset estate planning ...