Estate planning is often misunderstood as something only wealthy families need to think about. In reality, anyone who owns a ...

According to the 2023 Wills and Estate Planning Survey by Caring.com, only 34 percent of Americans have an estate plan. The primary reasons respondents gave for not participating in estate planning ...

After a decade practicing estate planning in Idaho, I've seen estate plans range from elegantly simple to unnecessarily ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. The One Big Beautiful Bill Act (OBBBA) is now law. One of the myriads ...

As the families you serve accumulate wealth, trusts offer protection, growth, and efficient transfer from an individual (or grantor) to beneficiaries. While previously thought to be reserved for the ...

A living trust, also called a revocable trust, is a widely used estate planning tool that allows individuals to manage and control their assets during their lifetime and determine how those assets ...

What will happen to your assets when you can no longer manage them? There are many opportunities when it comes to arrangements like these, and trusts are a big part of the planning process. If chosen ...

Trusts protect the farm for the next generation. With four different types of trusts, selecting the right one is integral.

States gut fiduciary duties as trustees gain power to eliminate protections through decanting and silent trust structures ...

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 ...

With 2022 bringing very little change to trust and estate law, 2023 remains a prime opportunity to take advantage of the favorable tax landscape. The gift and estate tax benefits under the Tax Cuts ...