When it comes to estate planning, advisors and investors have a valuable tool in the revocable trust (or living trust) and irrevocable trust. Both types of trusts offer their share of benefits and ...
Trust planning is a good way to avoid probate and to protect assets, but all trusts do not serve the same purpose. The ...
HUNTSVILLE, Ala. (WAFF) - Trust is an important thing to have between family members and your financial advisor. But when you are transferring assets from one generation to the next, you’ll need a ...
Learn how trust beneficiaries gain asset rights, their roles, and how trusts optimize estate planning and minimize gift and ...
The IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable ...
Philip J. Michaels, a partner at Fulbright & Jaworski, and Michelle Schwartz, an associate with the firm, discuss "decanting" - a powerful tool that may be available to modify the terms of an ...
For individuals preparing to exit highly appreciated assets, a CRT-ILIT plan can convert a taxable sale into a powerful legacy strategy.
Leonard’s wife, Kelly-Anne, has been receiving checks in an irrevocable trust for more than 20 years. When she was a teenager, her mother set up the trust, naming Kelly-Anne’s uncle as the trustee.
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