Learn about gifts in trust and how they help distribute assets according to the grantor's wishes and protect wealth for ...

Q: Will creating a revocable living trust have any impact on my personal taxes? A: If you create a revocable living trust and you are the trustee, there should not be any changes in your personal ...

Trusts can be a great tool to simplify the process of moving assets between generations, helping avoid some of the costs and delays associated with the process. Revocable trusts are a useful solution ...

When planning for the future, many people use trusts as a way to manage their assets, avoid probate, and protect their loved ones. But not all trusts are created equally. Determining which estate ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. If you’re thinking about creating a Living Trust in ...

Christine Matus of The Matus Law Group ( released practical guidance to help households navigate real estate transfers among ...

As you approach or enjoy retirement, protecting the wealth you've accumulated throughout your career becomes a top priority. You've spent decades in government service building up your Thrift Savings ...

A Q&A on the potential 2026 estate, gift, and generation-skipping transfer (GST) tax changes and how counsel should approach planning with the uncertain future of federal transfer tax. As the national ...