An effective vehicle for estate planning, protecting assets and ensuring they are managed with care long after the founder’s ...

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

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

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

Trusts can be a tool to cut inheritance tax - but a reader wants to know if they can use several at the same time ...

Estate planning and tax laws are frequently updated, so an annual review helps your plan take advantage of legal strategies ...

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

This annual update on trust, estate, and gift taxation covers recent IRS guidance and administrative issuances, relevant legislative proposals, and selected court decisions for the period ending June ...

Modern wealth planning for business families is shifting from legal formality to a strategic imperative. This summary details ...

Get the latest on 2025 trust and bare trust tax filing requirements in Canada, including CRA updates, exemptions, and ...

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

Samuel M. DiPietro of Spencer Fane discusses unique estate planning challenges of business owners of the Baby Boom generation, to protect accumulated wealth, minimize tax exposure and ensure ...