Control your legacy and avoid errors with a life insurance trust.

Having a paid-off home when you die could tip you over the estate-tax threshold in many states.

More than half of investors who use a robo advice platform intend to seek human financial advice Majority of advisors reluctant to address the wealth transfer issue Female investors more likely to ...

Many clients have old irrevocable trusts. Most seem to assume that “nothing has changed,” so that maintaining the status quo of their trusts is just fine. Because nothing needs to be done, clients ...

For years, affluent Marylanders routinely crossed the border to Delaware or Virginia when setting up complex trusts, attracted by those states’ stronger liability shields and more permissive trustee ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

In a case involving the Murdoch family’s conservative media empire, the Nevada Supreme Court rejected a lower court’s decision to keep secret what happened. Rupert Murdoch — whose assets include Fox ...

When you buy a home, the way the title is held affects how the property is managed, transferred and inherited. Some homeowners place a home in a trust to add privacy or simplify what happens after ...

An irrevocable trust is one of the most indispensable estate planning tools. It can be used to access certain government benefits, minimize estate taxes, and protect assets within the trust.

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

A new shop in Southern California may represent a trend: DIY auto repair shops where you pay a fee, they jack your car up on a lift, and you do the work. Such places used to be common, then they went ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Many taxpayers created irrevocable trusts and transferred significant ...