Managing your taxes can be one of the most complex aspects of estate planning and a new IRS rule change continues that trend.

An irrevocable trust is an essential tool in the kit of most estate planners, not only for sheltering assets from future estate tax, but for protection from potential creditors and lawsuits. Depending ...

Generally, homeowners aren’t “stuck” with their current property just because it’s held in an irrevocable trust. The trust — ...

After decades of living in the outskirts of the city, she and her husband want to relocate somewhere quieter and more ...

When planning for nursing home care, many individuals seek Medicaid benefits to help cover the costs of long-term care. To qualify for Medicaid while protecting assets for heirs, one important tool to ...

For clients waiting to see if Congress will extend or cut the lifetime gift and estate tax exclusion next year, setting up an irrevocable trust now can be a base-covering estate planning option. Katie ...

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 ...

Leonard’s wife, Kelly-Anne, has been receiving checks in an irrevocable trust for more than 20 years. When she was a teenager, her mother set up the trust, naming Kelly-Anne’s uncle as the trustee.