Opinion: Americans increasingly have turned to trusts to protect family assets left to their children who may become wrapped ...

Trusts are the invisible, highly secure vaults where generational wealth quietly compounds away from taxes, lawsuits, and ...

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 ...

Investors, business owners and real estate holders today face a critical dilemma when exiting highly appreciated assets: how to manage capital gains tax, retain income and preserve generational wealth ...

We all work hard to build our wealth, whether it’s through a successful business, real estate investments or a high-income profession. But what happens if an unexpected, even frivolous lawsuit ...

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

For restaurant owners, protecting business and personal assets from lawsuits, creditors, and financial risks is essential. One of the most effective legal strategies is using trusts to shield wealth ...

There are different types of trusts that can be used to achieve specific estate planning and wealth preservation goals. Irrevocable trusts can be used to protect assets from creditors and to minimize ...

When you imagine the wealthiest people you know — whether in real life or on the covers of magazines — you know that hard work or good luck (or a combination of both) likely played a role in building ...

Being a business owner means your head is constantly filled with important questions. How do I continue growing my business? What are the priorities? Where are the vulnerabilities? The list goes on.

For years, I’ve read accounts about how financial advisors are at varying degrees of risk that deceased clients’ surviving family members will take their business elsewhere. I don’t recall ever seeing ...

Experts share strategies for managing the $84 trillion wealth transfer from baby boomers, including tax planning, trusts, and business succession tips.