Revocable living trusts are often the core estate planning vehicle for the basic estate plan. Generally, revocable living trusts are touted as an incredibly versatile estate planning tool, which ...

One of the main reasons I work hard and try to generate wealth is to be able to pass it on to my loved ones when I'm no longer with them. I know I'm not alone in this sentiment, either. Countless ...

As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...

A family trust can provide a structured plan for distributing assets, avoiding probate and distributing timely inheritance for beneficiaries. It can also offer tax benefits by potentially lowering the ...

Prenuptial agreements are the cornerstone of protecting family wealth. Even without a prenup, however, the structure of an estate plan can help keep wealth in the family. This article is part of "The ...

Government plans to make inheritance tax due on pensions, plus other changes to IHT rules, have seen a leap in people enquiring about the use of trusts to protect their wealth. So what are trusts, and ...

Estate planning can be a challenging endeavor, especially when you want to protect your hard-earned wealth from falling into unintended hands. For one California father, concerns about his daughters' ...