Consider ease of set-up, ability to modify, asset protection, and tax benefits Greg DePersio has 13+ years of professional experience in sales and SEO and 3+ years as a writer and editor. Anthony ...

The seeming finality of an irrevocable trust can sound scary to a lot of people. The whole idea that you are tying up large pools of your assets in a trust, and then giving control of that trust to ...

Although it may be tempting to set up a will and consider your estate planning complete, trusts should potentially be part of your plan too, even if you aren't so wealthy that you aim to have an ...

Revocable trusts offer flexibility but less protections. Irrevocable trusts limit your control but provide more protections. Work with an expert to help you decide which is best for you. Which type of ...

HUNTSVILLE, Ala. (WAFF) - Trust is an important thing to have between family members and your financial advisor. But when you are transferring assets from one generation to the next, you’ll need a ...

A recent Chief Counsel Advice issued by the IRS has been described by one team of estate planning experts as “the most important IRS ruling in a decade,” and it directly contradicts the prior IRS ...

Estate planning is an integral part of financial planning for high-net-worth clients, and a critical component involves the use of trusts. The decision whether to choose a revocable or irrevocable ...