There is a widely held belief that creditors and lawsuits can’t touch retirement accounts—but that is not always true. Reality:…
You can completely avoid state income tax on a trust’s income based on guidelines from a recent US Supreme Court ruling. Here’s how.
Here’s what you should and shouldn’t do to provide money for the care of your pet after you die.
As many readers are aware, IRAs can offer many benefits including the ability to defer taxes on the money placed…
Defaulting to the easiest or most obvious choice for your executor or trustee can have bad consequences—for your estate and your family.
There’s a legal technique for giving away, and then receiving back, appreciated assets that wipes out your capital gain exposure. But know the danger, too.
Being trustee of a life insurance trust is not just an honorary title—you really do have some key responsibilities that you must perform.
