Reconsider your “neutral” stance. Your mother needs advocates, not family members questioning whether she “deserves” what was ...

Lawyers and other professionals warn that it can be costly and complicated to close down a trust. Here's what you need to ...

My partner and I have been together for a bit more than eight years. About six years ago, he purchased a house in North ...

The IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable ...

The family financial legacy you thought was untouchable could be a key issue in a split, writes Anthony Keane.

Trusts can help by providing guardrails to ensure the money is used responsibly while still making support available. There ...

What Is the Maximum Amount You Can Inherit Without Paying Taxes? The maximum tax-free amount you can inherit depends on state ...

As Britain undergoes a huge shift in who holds wealth, from generations to gender, more people are realising they need expert ...

I’m learning that "unicorns" do exist – in the context of finding a caring trustee for a drug addicted adult child.

AJ Bell Investcentre has expanded its estate planning range with the launch of two new trusts amid rising demand for ...

Beyond family dynamics, inherited wealth is also exposed to creditors, lawsuits, business failures, and liabilities once it ...

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