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 ...
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, ...
Trump's tax cuts likely to be extended, estate tax may be repealed, more changes for investments, advisors should expand knowledge on crypto.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, ...
With growing political pressure to curtail benefits for non-citizens, estate planning tools like the QDOT may be vulnerable ...
Those considering retiring in Puerto Rico may find the lower cost of living and favorable tax breaks a major advantage in ...
A flexible irrevocable trust can minimize taxes on capital gains, ordinary income, estate tax and property tax.
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.
A well-structured trust is often a central estate planning tool for small businesses and closely held family business owners ...