The Trump administration's proposals, including the potential repeal of the federal estate tax, have implications for capital ...

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

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

Learn how to create a personalized drawdown strategy that maximizes your retirement income while minimizing your tax burden.

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 ...

Trump's tax cuts likely to be extended, estate tax may be repealed, more changes for investments, advisors should expand knowledge on crypto.

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.

A well-structured trust is often a central estate planning tool for small businesses and closely held family business owners ...

Donald Trump has returned to the White House for a second term. During his first, Trump overhauled the tax code with his 2017 ...

You’ve signed your estate plan – congratulations! The most important step is complete. But the next most important step with ...

A recent ruling shouldn’t necessarily lead clients to name their spouse as beneficiary of their registered plans ...