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

If you manage an irrevocable trust or are considering creating one, recent Internal Revenue Service (IRS) changes may directly affect your estate planning. A new regulation modifies how the step-up in ...

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 ...

New FinCEN rules starting March 1 require reporting when residential real estate transfers to trusts or LLCs. Learn which transactions trigger filings.

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 ...

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

Tax season typically focuses on reviewing the past year’s financial events, while estate planning is designed to prepare for the future. Although these areas may seem separate, they often overlap. The ...

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 ...