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In the comments on my last post, several readers asked thoughtful questions about family trusts, second marriages, and protecting assets in the event of cognitive decline. A few readers even […] The p...
For Gen X, delaying retirement can be an opportunity to pilot-test your second act, plan for your inheritance and structure trusts for your kids.
Answering listener questions about what to know before buying into a practice, how to think about what “net worth” really means, and the important basics on special needs trusts. The post ...
Life insurance trusts, particularly irrevocable life insurance trusts (ILITs), can minimize estate taxes and protect your heir's inheritance....
My mother had most her assets in a revocable trust that became an irrevocable trust upon her death. That trust was split into 2 "sub-trusts", one for my sister and one for me. According to the trust l...
The Big Beautiful Bill changes your estate planning. What should you do now? What is different? More access (SPATs and DAPTs), more flexibility, non-grantor trusts....
If you worry about how your children will handle an inheritance, you're not alone. Luckily, you have options — from lifetime gifting to trusts — that can help....
Prenuptial agreements can protect assets before marriage. But many find that unacceptable. Creative uses of trusts can protect assets even without a prenup....
Maybe you've heard of using Delaware statutory trusts to defer taxes on real estate investments, but zero-coupon DSTs take those benefits a step further....
This hypothetical case study shows how an investor used Delaware statutory trusts (DSTs) to build a diversified 1031 DST portfolio and avoid a $2M tax bill....
Opponents shouldn’t block 403(b)s from purchasing collective investment trusts. Anyone concerned about fees in retirement plans should be delighted that the use of collective investment trusts (...
You've worked hard for your wealth. Don't let it fall into the wrong hands. Consider prenups, trusts and other protections to safeguard your family legacy....
Quit putting it off, because it's vital for you and your heirs. From wills and trusts to executors and taxes, here are some essential points to keep in mind....
John Hancock’s David Cohen explains why Collective Investment Trusts are increasingly being…...
Few trusts provide this level of multigenerational asset protection....
Trusts designed to protect wealth sometimes backfire and harm heirs....
Irrevocable trusts can be structured so that trust property is either included in the potentially taxable gross estate or removed. What are the pros and cons?...
Irrevocable trusts can be set up so that the trust maker no longer pays income taxes, and the taxes are instead paid by the trust. What are the pros and cons?...
Home » Online Wills and Trusts Updated: Creating a will is one of the most important steps you can take to ensure your wishes are carried out after your passing. A legally valid will provides cl...
A lot of an estate can be wasted on lawyers' fees when wills or trusts have built-in conflicts....
Too many people get wills, trusts, powers of attorney and healthcare directives drawn up and then fail to sign them. Here's how to get past that....
The Pew Charitable Trusts recently reported that retirement assets in active auto-IRA programs have reached $1 billion. Auto-IRAs, which began in 2017 when Oregon launched its OregonSaves program, now...
Beneficiaries of trusts sometimes need to realize how much control they actually have over a trust. That is because they are unaware of a power sometimes found in trusts....
The Corporate Transparency Act requires owners and control persons of 32 million entities to file with the government. This is especially tough trusts own entities....
The Administration's Greenbook budget proposal includes broad, invasive and harsh reporting requirements for most trusts....