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

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

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 ...

Putting a home into a trust can be part of an estate plan and may help transfer the property to heirs with fewer delays. A ...

Any amendments, modifications or changes to your trust in the future may require the assistance of an estate lawyer. The ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Many taxpayers created irrevocable trusts and transferred significant ...

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 ...

Estate planning is an essential process which can ensure that your wealth is distributed appropriately after you pass. Every estate planning attorney’s goal is to assist clients to protect their ...

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 ...

Estate planning varies by individual. Wills are public, slow, and only control assets in your name, while revocable trusts ...