Discover the benefits of these wealth-protection instruments if you seek a practical means to secure your fiscal legacy.

Life insurance trusts, particularly irrevocable life insurance trusts (ILITs), can minimize estate taxes and protect your ...

The IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable ...

Ultimately, creating a trust is about clarity and control. It helps ensure your estate is handled efficiently, privately and according to your personal values.

When it comes to estate planning, families often wonder whether it's better to leave behind a trust fund or a traditional ...

Trust and estate practice in New York demands attorneys stay attuned to the ethical pitfalls that arise at every stage of ...

Three financial experts explain prenups, postnups, stealth prenups, and why you should talk to an attorney before using ...

Oklahoma financial expert Tracey LaVale says creating a will and living trust can help families avoid costly probate and protect their assets for future generations. An Oklahoma financial expert says ...

An Oklahoma financial expert says many families underestimate the importance of creating a will and living trust to protect their assets and avoid costly legal delays. Tracey LaVale, president and CEO ...

Did you know that a staggering 68% of Americans haven't planned their estates? This oversight leaves countless assets vulnerable to probate, creditors, and unnecessary taxes. A trust-based estate plan ...

The Spousal Limited Access Trust (SLAT) is mostly used to transfer assets out of the donor’s taxable estate yet provide “limited” access to the donor’s spouse and other beneficiaries. Not just for the ...

If you have a life insurance policy, you can make sure it’s outside your estate by writing your policy in trust. This means it won’t count towards the money you leave when working out how much ...