A family trust is a vital tool for estate and succession planning, offering flexibility, asset protection, and tax benefits.

Editor’s note: This is part three of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially ...

Editor’s note: This is part five of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially ...

While "most people with assets or a family should execute a will," said Fidelity, "not everyone needs an estate plan." A will is a "relatively simple document that sets forth your wishes regarding ...

Your estate plan includes sensitive information such as names, addresses, assets, liabilities, values, and designations as to who gets what, when they receive it, and how they benefit. In a time ...

21-P-655, 2023 WL 5729650 (Mass. App. Ct. Sept. 6, 2023) is a recent case that has implications for estate planning and asset protection planning. In this case the wife and the husband were ...

Digital Asset Protection Trusts are a relatively new element of an estate plan. Lawyers in the estate planning community are beginning to realize that an increasing portion of an individual’s net ...

asset protection planning, own real estate and much more. Complying with the new CTA rules will cost money, be cumbersome, and lots of traps, horrific penalties, and will likely make you very ...

Balancing the costs and benefits of surrendering control is key when ensuring a trust maker’s assets are properly managed and distributed the way they want.

Editor’s note: This is part 10 of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially ...

Estate planning is an integral part of financial ... which is often a top concern for high-net-worth individuals. Asset protection. Assets placed in an irrevocable trust are often safe from ...

Map out your family's future and leave a legacy with well-drawn wills, the right types of trusts, and careful estate planning ... beneficiaries, and assets. Then you sign and notarize the trust ...