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 ...

Editor’s note: This is part three of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially for ...

Why is there so much confusion around trusts? In my opinion, it is because they are often used the wrong way and not used for the right reasons. We had some clients whose attorney tried to get them to ...

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 ...

Learn the difference between a living trust vs. living will, including why you need both, what they're used for, and how to ...

Estate planning today often encompasses a series of goals, ranging from tax planning to asset management and asset control strategies. Many ultra-high-net-worth families seek asset or divorce ...

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 ...

A family trust can be a powerful tool—but it’s not right for everyone.

In Central New York, families planning for the future are increasingly turning to irrevocable trusts to secure their ...

These strategies can help you secure your family's financial future Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various community and nonprofit organizations.

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Cross‑border planning means working with a team of advisors who understand both sides. That means working with ...