Dynasty trusts let you pass wealth through multiple generations in a tax-savvy way. Let's discuss how they work, the tax advantages, and how to set them up.

Discover how a marital trust can offer tax benefits, avoid probate, and ensure asset distribution to a surviving spouse or ...

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 ...

If you had a loved one who died last year, you may be faced with the need to file taxes for an estate or a trust. When a ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Trusts are valuable tools for estate planning. They allow ...

Transitioning the Trust to its own EIN led to a significant tax increase, prompting a full portfolio and tax strategy review. I de-risked the portfolio, shifting from 100% stocks to a diversified mix ...

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 ...

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 ...

Beverly is a writer, editor, and paralegal specializing in personal finance and tax law. She covers personal financial and legal topics, as well as tax breaks, tax preparation software, and tax law ...

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 ...