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

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 ...

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

Sophisticated tax planning involves using trusts and entities to better protect your assets and to minimize estate tax, income tax and taxes on capital gains. This planning often involves the use of ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. On July 4, 2025, President Donald Trump signed into law the ...

The end of favorable estate plan provisions of the 2017 Tax Cuts and Jobs Act may still be more than two years away, but advisors say that gives clients barely enough time to make sure their trusts ...

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

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

What Are Inter-Vivos Trusts? An inter-vivos trust, also known as a living trust, is a legal arrangement that allows an individual (the grantor) to transfer ownership of their assets to a trust managed ...

Editor’s note: This is part seven of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially for ...

Many of the biggest beneficiaries of President Donald J. Trump's tax overhaul haven't even been born yet. The new law doubles the amount that can be passed to heirs without worrying about estate and ...

Financial planner Barbara Bilello likens wealth management to a car, in which an estate plan is part of the body and investment or portfolio management is the engine, she said. "That engine is going ...