Higher exemptions and new state tax rules mean many legacy trusts now create problems instead of solving them for clients ...

Protect your family's wealth with an Irrevocable Life Insurance Trust (ILIT)! Learn how to legally avoid estate taxes and ...

Think estate planning is only for the wealthy? Think again. In this episode of the HerMoney Podcast, Jean Chatzky sits down ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

In a case involving the Murdoch family’s conservative media empire, the Nevada Supreme Court rejected a lower court’s decision to keep secret what happened. Rupert Murdoch — whose assets include Fox ...

Whether you’re creating legacy wealth or avoiding probate, a family trust can be a powerful tool—but it’s not right for everyone Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is ...

An irrevocable trust is one of the most indispensable estate planning tools. It can be used to access certain government benefits, minimize estate taxes, and protect assets within the trust.

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Pacific Life was sued on Oct. 14 in North Carolina Superior Court for Lincoln County over alleged misrepresentation and fraud involving indexed universal life insurance policies. The action, brought ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Many taxpayers created irrevocable trusts and transferred significant ...