Estate and trust planning by financial advisors on behalf of Black Americans can tear down the historical barriers that have led to persistent racial disparities today, according to a new study. The ...

When facing estate planning decisions, it can be tempting to search for one product — perhaps a trust or LLC package — to address all of the needs. However, this product based approach to ...

QTIP trusts are a specific type of trust that allows for the deferral of estate taxes until the death of the surviving spouse. This can be a significant advantage for estate planning, as it allows ...

For example, if a child becomes entitled to his or her custodial account, such as accounts created under the Uniform Transfers to Minors Act or Uniform Gifts to Minors Act (collectively, “UTMA ...

Money Estate planning 101: Your guide to wills, trusts and all your end-of-life documents It's never too early to start working on how your things will be handled once you pass away.

One reason might be to meet different estate planning goals. For example, a person might create your typical run-of-the-mill revocable living trust for his or her benefit.

“We advise clients who require estate tax planning to begin the process now,” said Susan Ciupak, Scottsdale, Ariz.-based vice president and senior trust officer with Arden Trust Company.

His practice focuses on estate planning, probate, and trust matters. At heart, he is a problem-solver devoted to finding solutions for his clients.

Fighting systemic racism with estate planning — one client at a time By Tobias Salinger March 11, 2025, 3:15 p.m. EDT 7 Min Read ...