As wealth becomes more complex and scrutiny increases, simplistic planning will continue to fail sophisticated families.

Q: If I create a revocable trust and put my financial assets in it, do I have to file a separate income tax return for the trust? Do I have to include my house and my auto in the trust? A: Some ...

Understand qualified trusts, tax-advantaged plans like pensions and profit-sharing, designed to benefit both employers and ...

Revocable trusts can go by other names like living trusts, inter vivos trusts or even “loving” trusts, but their purpose is the same: to address the problems that traditional last wills and testaments ...

When crafting an individual estate plan, you should consider whether a Revocable Trust is right for you. Below is an analysis of an artificial fact pattern and the estate plan I would recommend based ...

The benefits of a Revocable Trust are three-fold. Firstly, assuming that the Revocable Trust is properly funded with all of a person’s assets, a Revocable Trust helps avoid a state’s probate procedure ...

Trusts can be a great tool to simplify the process of moving assets between generations, helping avoid some of the costs and delays associated with the process. Revocable trusts are a useful solution ...

Q: I’m 67, retired with a home, cars, pension, Social Security, 401(k), Roth IRA, no children, no wife and no debt. My assets will be distributed mostly to charities, with some cash passing to family ...

More families are setting up trusts to avoid paying inheritance tax, figures from HMRC suggest.