As the families you serve accumulate wealth, trusts offer protection, growth, and efficient transfer from an individual (or grantor) to beneficiaries. While previously thought to be reserved for the ...

Estate planning is certainly interesting during these times of legislative, political, fiscal, tax and economic uncertainty. The current gift and generation-skipping transfer (GST) tax exemptions of ...

Byline: Matthew Kayser  Planning for the future means considering how your money, property, and belongings will be managed if you are no longer able to manage them yourself. For many […] ...

Estate planning is crucial for financial wellness. Learn why regular reviews are essential and what 2026 tax law changes mean for your family.

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 ...

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 ...

What will happen to your assets when you can no longer manage them? There are many opportunities when it comes to arrangements like these, and trusts are a big part of the planning process. If chosen ...

Forbes contributors publish independent expert analyses and insights. I strive to alleviate stress by analyzing and clarifying the tax code. Feb 04, 2025, 05:00am EST Feb 04, 2025, 12:02pm EST ...

What are the most valuable trust and estate planning strategies that business owners should consider this year? With 2022 bringing very little change to trust and estate law, 2023 remains a prime ...

The end of favorable estate plan provisions of the 2017 Tax Cuts and Jobs Act may still be more than two years away, but advisors say that gives clients barely enough time to make sure their trusts ...