Discover how a marital trust can offer tax benefits, avoid probate, and ensure asset distribution to a surviving spouse or ...

Dynasty trusts let you pass wealth through multiple generations in a tax-savvy way. Let's discuss how they work, the tax ...

Trusts serve a variety of tax, asset protection and estate planning purposes for families, and over the years different types of trusts have evolved to best serve families’ planning needs and ...

Estate planners need to rethink how they draft choice of situs provisions as reforms finally modernize 55-year-old trust law ...

Forbes contributors publish independent expert analyses and insights. I strive to alleviate stress by analyzing and clarifying the tax code. Feb 04, 2025, 05:00am EST Feb 04, 2025, 12:02pm EST ...

Estate planning today often encompasses a series of goals, ranging from tax planning to asset management and asset control strategies. Many ultra-high-net-worth families seek asset or divorce ...

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 ...

Dealing with the loss of a loved one is emotionally taxing, and the burden is often exacerbated by the intricate legal processes involved in settling the estate. This task can be particularly ...

Providing for the next generation is a key concern for many clients. Mark Gleeson takes a look at core testamentary trusts and child pensions. Estate planning is a critical part of holistic financial ...

As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...

Offshore trusts can be a smart and secure way of protecting your assets and safeguarding your wealth against potential creditors and legal claims. For many Americans over age 50, building and ...

Estate planning can feel overwhelming, but one local company is changing the way Hawai‘i families approach it. In this week’s Living Akamai segment on Living808, Kay Mukaigawa of Engel & Völkers ...