We're 57 and jointly own a £1.3m house. We want to avoid a situation where the surviving twin might have to sell our home to ...

A CRUT works by distributing a fixed percentage of the trust's value to beneficiaries annually, which can vary based on the ...

Chiesa Shahinian & Giantomasi PC (CSG Law) has named attorneys Michelle Bergeron Spell and Steven A. Loeb chair of CSG Law’s ...

Clients can donate both permanent life insurance (including whole life and universal life) and term life insurance to charity, but the donation options differ.

This ascertainable standard is frequently used by estate planners to determine how and when a trustee may make distributions, ...

Real estate investments have emerged as a cornerstone in solidifying one's financial foundation for retirement, often posing ...

Trump's tax cuts likely to be extended, estate tax may be repealed, more changes for investments, advisors should expand knowledge on crypto.

If you have any assets to pass on after you die, be they physical ones like property and other possessions, or cash-based, ...

Those considering retiring in Puerto Rico may find the lower cost of living and favorable tax breaks a major advantage in ...

In this competitive climate and volatile economy, it has become increasingly difficult for construction and real estate companies to stay ahead.

Jeff Bezos plans to donate most of his massive fortune. Learn how a legacy-building effort can include estate planning strategies like trusts and charitable giving.