The IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable ...

Naim, Joshua Driskell, Jordi Pujol, and Mike Watson offer key insights on 2025 wealth management and estate planning ...

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 ...

As the sun sets on the Tax Cuts and Jobs Act at the end of 2025, the landscape of estate planning will undergo a significant shift.

Leaving a legacy is about more than just passing down money—it’s about ensuring your loved ones are cared for and your values live on. But taxes can take a big bite out of what you leave behind if you ...

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

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

The following are the real estate transfers in Juniata County during the month of April 2025: • Kenneth E. Leitzel and Lana J ...

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

Catch up on all the news and advice from this week's Retirement Daily.

An estate planning attorney can help you ... beneficiaries about budgeting and financial planning. An irrevocable life insurance trust (ILIT) may be a good option for families with substantial ...

can be subject to estate tax. Combining an irrevocable trust with bitcoin Life Insurance Using an irrevocable trust and a BTC-denominated life insurance policy together solves for all of these ...