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 ...

Ask the Expert: How Can I Make Sure My Trust Actually Works the Way I Planned?

Avoiding probate and retaining control over the distribution of your assets are two key benefits of using a living trust as part of your estate plan. With so many misconceptions around trusts, it's ...

Ultimately, creating a trust is about clarity and control. It helps ensure your estate is handled efficiently, privately and according to your personal values.

The $15 million estate tax exemption coming in 2026 requires advisors to rethink client strategies, with basis step-up ...

Why is the end of the year a good time to consider trust and estate planning for business owners? Do you own real property or have other investments outside your business interests? Have you given any ...

Understanding how to protect and transfer these invaluable assets can ensure that a musician's creative legacy endures and continues to benefit future generations. Embarking on the journey of music ...

When it comes to real estate transactions, particularly during the closing process, navigating the complexities of probate and estate planning is crucial. Estate planning and probate can have ...

I often receive calls from clients excitedly telling me they have a new grandchild. After some congratulatory comments and [… ...

Trust & Will, the leader in online estate planning, today announced the launch of its new Nonprofit Platform, powered by ...

The post What Diane Keaton’s $5M Trust for Her Dog Teaches Us About Estate Planning for Pets appeared first on Katie Couric ...

Legal technology company Trust & Will said Tuesday that it has raised $25 million in a Series C funding round. The San Diego-based firm, ranked No. 41 on last year's CNBC Disruptor 50 list, has now ...