Learn how irrevocable trusts protect assets, reduce estate taxes, and provide long-term financial control by placing wealth ...
Discover how a marital trust can offer tax benefits, avoid probate, and ensure asset distribution to a surviving spouse or ...
Think estate planning is only for the wealthy? Think again. In this episode of the HerMoney Podcast, Jean Chatzky sits down with elder law attorney and former NY State legislator Ann-Margaret Carrozza ...
Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...
Trusts serve a variety of tax, asset protection and estate planning purposes for families, and over the years different types of trusts have evolved to best serve families’ planning needs and ...
As an estate planning tool, the generation-skipping trust can offer investors some tax advantages and other perks. For the family that uses it, this can be a way to have the third generation inherit a ...
Providing for the next generation is a key concern for many clients. Mark Gleeson takes a look at core testamentary trusts and child pensions. Estate planning is a critical part of holistic financial ...
Leading probate lawyer John L. Billings founder of The Law Office of John L. Billings, PLLC in Knoxville, TN warns that DIY ...
In 2009, New Hampshire joined what was then a small group of states that statutorily permitted the creation of a domestic asset protection trust (“DAPT”). Although today, 20 states in the U.S. allow ...
Estate planning can feel overwhelming, but one local company is changing the way Hawai‘i families approach it. In this week’s Living Akamai segment on Living808, Kay Mukaigawa of Engel & Völkers ...