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 inherit a ...

There are 5 times you may want to name your trust as an IRA beneficiary. Is most other scenarios this could be a huge estate ...

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

The key difference between a grantor trust and a non-grantor trust is how taxes are handled. In a grantor trust, the person ...

Sophisticated tax planning involves using trusts and entities to better protect your assets and to minimize estate tax, income tax and taxes on capital gains. This planning often involves the use of ...

Below are key federal caselaw developments from 2025 with practical implications for private wealth clients, along with planning insights ...

The One Big Beautiful Bill Act will lead to a "renaissance" of income tax planning through non-grantor trusts that can "stack" the available savings, according to two experts. In light of the law, ...

Learning the differences between revocable and irrevocable trusts can help you strengthen your estate plans. Many, or all, of the products featured on this page are from our advertising partners who ...

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 ...

So 13 years ago, Bamburg set up a special needs trust for Joel, who is now 25. "The trust will provide for Joel when I'm no longer around to take care of him," she says. Because the SNT owns the ...

The Wealth Management & Estate Planning Guide is produced by the L.A. Times B2B Publishing team in conjunction with Citrin Cooperman; Greenberg Glusker LLP; and The Private Bank at Union Bank. Recent ...

With a short time left before 2025 comes to a close, year-end tax planning is all-important. Here are some areas to focus on.