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

When you think of trust funds, you probably think of super wealthy people providing their kids with access to huge amounts of ...

Think estate planning is only for the wealthy? Think again. In this episode of the HerMoney Podcast, Jean Chatzky sits down ...

As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...

An irrevocable trust, on the other hand, may be the better choice if your priority is reducing taxes and protecting assets.

Many articles have been written on planning with both grantor and non-grantor trusts for gift, estate and income tax planning ...

Trusts are ubiquitous in planning, and one of the most common motivations for the use of trusts is to minimize the risk that a future divorce of a trust beneficiary will expose trust assets to the ...

Many advisors recommend clients set up trusts for their children or grandchildren to take advantage of new large estate-tax exemptions. But that advice is often overly simplistic, and sometimes it’s ...

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 ...

Trusts are key tools in estate and legacy planning. There are different types of trusts clients can use depending on their goals. Goals are always the starting point when creating a plan. From there, ...

The most significant tax overhaul since 2017 creates unprecedented opportunities—but only for those who act before December 31, 2025.