The Trust Registration Service received a flurry of filings last January, the most recent period for which data is available.

Revocable living trusts are often the core estate planning vehicle for the basic estate plan. Generally, revocable living trusts are touted as an incredibly versatile estate planning tool, which ...

I'm sure many people would agree that one of their goals in life is to get to the point where they can pass on an inheritance to their loved ones. Whether it's a child, spouse, or someone else who ...

Families trying to avoid inheritance tax by using trusts face upfront charges if they fail to set them up before the rules ...

A family trust can provide a structured plan for distributing assets, avoiding probate and distributing timely inheritance for beneficiaries. It can also offer tax benefits by potentially lowering the ...

As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...

Prenuptial agreements are the cornerstone of protecting family wealth. Even without a prenup, however, the structure of an estate plan can help keep wealth in the family. This article is part of "The ...

New limits to inheritance tax-free allowances are coming in from the Spring that affect business owners. Those looking to sell or transfer their assets into a trust before the changes need to act now ...

Believe it or not, there is a legal circumstance in which you may have to return a part of your inheritance. Here's how you ...

When someone passes away, and leaves their belongings to others, an inheritance tax may apply. In a nutshell, inheritance tax is typically paid by the heirs or beneficiaries who receive the assets, as ...