Editor’s note: This is part eight 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 ...

For investors, business owners and high-net-worth individuals, capital gains tax can be one of the most significant barriers to wealth preservation. Every time you sell a highly appreciated ...

Irrevocable trusts are a type of estate planning trust agreement in which a grantor, or asset owner, establishes a trust for one or many beneficiaries with the help of a trustee, who is responsible ...

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 ...