Placing an investment account in a trust can help manage assets and streamline inheritance, but it also introduces specific ...

Managing your taxes can be one of the most complex aspects of estate planning and a new IRS rule change continues that trend. The rule, published at the end of March, changes how the step-up in basis ...

The current tax landscape presents significant opportunities. On July 4, President Donald Trump signed the “One Big Beautiful Bill Act” into law, making many provisions of the Tax Cuts and Jobs Act ...

Learn about Charitable Remainder Unitrust (CRUT), its definition, pros, and cons. Discover how it can benefit you and your ...

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.

Often, annuities and trusts are the best way to save for retirement and leave a legacy for your loved ones. However, when combined into what’s known as an annuity trust, they can provide powerful ...

On August 28, 2025, Missouri House Bill 754 (HB 754), which was signed by Governor Mike Kehoe on July 10, 2025, will become law, introducing a pivotal change to the state’s tax code concerning ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The new year 2026 or straightforward concept. number 2026 written on the road ...

Attorneys still should exercise caution when advising a client to do so, even if there are more methods than ever to modify irrevocable trusts.