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 ...

Taking good care of your pets can include leaving clear directions to ensure their needs are met once you’re gone.

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

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 ...

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 ...

I have inherited a portion of a generation-skipping trust. My portion should amount to $30,000. The question is whether to take the cash or leave it to be managed by the bank. I have a moderate income ...