Trusts and estates are the two main legal structures for transferring assets to your heirs and beneficiaries. Each works in ...

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 ...

“I am not looking to hire an attorney.” ...

A living trust, also called a revocable trust, is a widely used estate planning tool that allows individuals to manage and control their assets during their lifetime and determine how those assets ...

How does it work? What is the purpose of a revocable living trust? The primary role of this type of trust is to provide a comprehensive framework for managing and distributing assets, both during the ...

As trusted advisors to your clients, you likely field questions about estate planning strategies and whether living trusts make sense for their situations. Understanding the fundamentals of revocable ...

Most people should have a will, but a living trust can help keep your assets from going through probate. Many, or all, of the products featured on this page are from our advertising partners who ...

Estate taxes are a form of transfer tax that affects the very wealthy. For multimillionaire households, avoiding the estate tax is a significant issue. One tool that households can use to try to ...

Estate planning isn't like having AI write your Christmas letter. The stakes are higher, the law is complex, and the ...

Education funding, the subject of Registered Rep.'s cover story this month, is only one reason to put aside funds for a child. Funds put into a minor's account of the proper type can be used not just ...