Estate taxes are a form of transfer tax that affects the very wealthy. For multimillionaire households, avoiding the estate tax is a significant issue. One tool that households can use to try to ...

Life insurance trusts, particularly irrevocable life insurance trusts (ILITs), can minimize estate taxes and protect your ...

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

Estate taxes are a form of transfer tax that affects the very wealthy. For multimillionaire households, avoiding the estate tax is a significant issue. One tool that households can use to try to ...

A trust can be a valuable way to protect your estate, but there are many considerations to make when choosing the right type ...

In the last few decades, more and more U.S. families have been utilizing irrevocable trusts as part of their estate planning in order to protect their assets and manage their taxes in an efficient ...

But estate taxes were one of the myriad items covered by the Reconciliation Act signed into law on July 4, 2025, and unofficially referred to as One Big Beautiful Bill. The estate tax exemption, ...

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The estate tax exemption amount gets a lot of press, but that isn’t the tax provision most folks need to be aware of in estate planning. In 2024, the estate tax exemption — the amount anyone can pass ...

Is a dynasty trust right for you? Everybody likes some control of their assets once they die. How much control you’d like to have can help determine if a trust is right for you. Do you care what your ...

Americans work hard their whole lives to buy a home – a small piece of the American dream – but many don’t spend enough time planning to pass it on properly to their heirs, resulting in disputes and ...