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

You can use these trusts to cement your legacy, organize your estate and limit your exposure to estate and gift taxes.

Estate taxes are a form of transfer tax that affects the very wealthy. For multimillionaire households, avoiding the estate tax is a significant issue. One tool that households can use to try to ...

Dear Quentin, My mother’s trust, formed with my father, names her as the sole trustee after his 2012 passing. My brother and ...

Only 4,000 estate tax returns were filed in 2023 showing an estate tax due, according to the Tax Policy Center.

Estate taxes are a form of transfer tax that affects the very wealthy. For multimillionaire households, avoiding the estate tax is a significant issue. One tool that households can use to try to ...

Editor’s note: This is part 16 — and the final article — of a series about the fundamental principles of using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness ...

The wealthy want to use Trump-era tax cuts but don't want to lose access to their riches. They can have their cake and eat it too by using spousal lifetime-access trusts, or "SLATs." Lawyers told ...

Putting assets into trust can offer many benefits, for example to reduce your inheritance tax bill or to create a legacy for ...

QTIP trusts provide income for a surviving spouse while protecting the final inheritance from future marriages. Many, or all, of the products featured on this page are from our advertising partners ...