Estate planning has two components: the organizational (writing documents and securing funding) and the operational (what happens next as life goes on). Much emphasis is put on the organizational ...

Pulling money out of a trust can feel straightforward, but the tax consequences are often anything but. Depending on how the trust is set up and what type of funds you withdraw, a distribution could ...

Transferring property into a trust is an estate planning decision that can affect taxes during your lifetime and beneficiaries later. The tax treatment depends on how the trust is structured and how ...

For clients waiting to see if Congress will extend or cut the lifetime gift and estate tax exclusion next year, setting up an irrevocable trust now can be a base-covering estate planning option.

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