Trusts serve a variety of tax, asset protection and estate planning purposes for families, and over the years different types of trusts have evolved to best serve families’ planning needs and ...

A family trust can be a powerful tool—but it’s not right for everyone.

Think estate planning is only for the wealthy? Think again. In this episode of the HerMoney Podcast, Jean Chatzky sits down ...

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 ...

Editor’s note: This is part one of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially for asset ...

The end of the "stretch" strategy, possible sunset of the Tax Cuts and Jobs Act and opportunities for qualified small business stock offer investors potential savings through trust strategies. A ...

Last month I explained the key terms and concepts of trusts and also told you about the seven most-popular estate planning trusts. In this post, I explain seven more trusts that are key to many estate ...

Financial planner Barbara Bilello likens wealth management to a car, in which an estate plan is part of the body and investment or portfolio management is the engine, she said. "That engine is going ...

While watching the Major League Baseball playoffs this week, I noticed, among the usual advertisements for beer, trucks and life insurance, a notable outlier—online estate planning platform Trust & ...

Welcome to Talking T&E for Advisors, where Trusts and Estates Editor in Chief Susan Lipp and Jamie Hopkins, chief wealth officer at Bryn Mawr Trust, take seemingly complex estate planning issues and ...

Q: You've written about "under-drafted" wills (for example, from templates found on the internet) that omit crucial provisions. Can a will be "over-drafted" and contain redundant language, conflicting ...