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 ...

Editor’s note: This is part 16 — and the final article — of a series about the fundamental principles of using trusts and LLCs in estate planning, asset protection and tax planning.

This article discusses some strategies that married taxpayers can use to manage their estate tax liability by creating certain types of trusts. During the past 10 years, the federal estate tax has not ...

Step 3. Transfer or place assets in the trust. Finally, the grantor places assets in the trust, which can include bank accounts, investments, and real estate properties. Limited Liability ...

Revocable trusts can be changed as long as the trust creator — that would be you — is still alive. You retain control over ...

Estate planning can be a daunting task for individuals and families. The stakes can be high. The decisions are often numerous. Family dynamics frequently come into play. However, for those living ...

But not all trusts are created equally. Determining which estate planning tool aligns best with your goals means understanding the distinction between revocable vs. irrevocable trusts.

Much of estate planning (techniques, forms, literature and more) presumes a “Cleaver-like” family unit. Remember the 60’s sitcom with Ward Cleaver the dad, June Cleaver the mom, and kids ...

Home Retirement Retirement Planning When Estate Planning, Don’t Let Mistakes Thwart Your Wishes Should you work with an attorney to write your will, or can you do it yourself? That depends on a ...