This article explores the strategic use of this election, highlighting its potential to optimize tax outcomes for both trusts and beneficiaries while cautioning against its pitfalls.

The most powerful and flexible tool estate planners have today is the revocable living trust. It is essentially a substitute for a will that allows you to avoid the often lengthy and expensive probate ...

SACRAMENTO, CA, November 29, 2022 /24-7PressRelease/ — Putting one’s affairs in order can be a complicated business, particularly if multiple sources of income and properties are involved. Many ...

When enterprises distribute documents electronically, it is often important that recipients can verify three important aspects of a document: Integrity: That the content has not been altered ...

Recently a financial adviser requested that I review an insurance trust for a client. The adviser was under the impression that the trust was “pretty good,” until we actually looked at the document.

With today's rising costs, some people consider setting up a trust without an attorney. But while online tools or DIY templates can work for simple revocable living trusts, more complex estates could ...

Clients who want their beneficiaries to avoid probate often place assets in trust. Many CPAs are reluctant to take on being a trustee, which is a time-consuming responsibility. An alternative is to be ...

A well-designed trust can help save time, paperwork and other headaches when settling an estate. Many, or all, of the products featured on this page are from our advertising partners who compensate us ...

So, you have an irrevocable trust (or several) and you want to take a loan from the trust. While that might sound simple it really may not be as simple and you think, and you should discuss the ...