Find out everything you need to know about irrevocable trust including its definition, its types and the advantages and ...

Anne, has been receiving checks in an irrevocable trust for more than 20 years. When she was a teenager, her mother set up ...

LegalZoom explains that by familiarizing yourself with the law, you can learn how to protect assets from a nursing home and ...

A sophisticated legacy plan can prevent mismanagement, overspending, and loss of inheritances that you leave. It includes ...

The Restatement (Third) of Trusts, specifically §104, lists four general areas in which the beneficiary’s actions may lead to ...

I have a daughter who has had severe drug problems since she was 18; she’s now 29. I got divorced when she was a baby. I was ...

Properly established and maintained, an incomplete gift nongrantor trust may play a valuable role in some clients’ estate ...

For ultra-high-net-worth individuals (UHNWIs) whose estates far exceed the 2025 federal lifetime exemption of $13.99 million per person, the ...

Some of the transactions do not include a transfer price because no money was exchanged for the property. All deeds are recorded in the Berks County recorder of deeds office and are a matter of ...

For families with large policies, this can cause an immediate and severe estate tax issue. Transferring ownership to trusted family members, or to a trust (irrevocable life insurance trust ...

Inheritance tax is a minefield for us. We do not want to leave our daughter with a big tax bill after we die, but our house ...

Van Dusen, CEO and Founder of LVW Advisors, has seen this disconnect unfold firsthand. “From everything I can tell, women ...