Let’s explore how irrevocable trusts can help investors preserve their wealth while complying with IRS regulations.

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

Irrevocable trusts are often designed to last for generations; however, situations occur where circumstances change, tax laws change or the terms of the trust simply become outdated, inappropriate ...

Estate planning is an integral part of financial planning for high-net-worth clients, and a critical component involves the use of trusts. The decision whether to choose a revocable or irrevocable ...

Paying for a nursing home can seriously deplete your retirement savings. The government-funded Medicaid program can pay some ...

Forming a trust now and funding it after Congress decides whether to keep the current gift tax exemption rate could make for ...

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Consider ease of set-up, ability to modify, asset protection, and tax benefits Greg DePersio has 13+ years of professional experience in sales and SEO and 3+ years as a writer and editor.