The One Big Beautiful Bill Act's increase of the state and local tax (SALT) deduction cap creates an opportunity to use ...

Under IRS rules IRC 2036 and IRC 2038, if a trust maker keeps the rights to manage assets, the value of the trust assets will be included in the trust maker’s gross estate — which can be a ...

Estate planning: When properties are sold, sellers often say “Oh, my property is held in a trust!" For closing agents, this can be a red flag that extra steps are necessary to clear title.

A living trust is a legal document that places ownership and control of property into a trust, managed by a trustee for your benefit. Living trusts are often used as part of estate planning and ...

Your trust and estate planning should work hand-in-hand with your business succession plan to protect your business interests and everything you've worked so hard to build while ensuring your ...