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 ...

Irrevocable trusts offer nearly endless possibilities for high-net-worth individuals to reduce their estate taxes and protect their assets.

A: If we’re talking about closely held family businesses, then it’s more important for the owner(s) of the business to have an estate plan.Businesses usually have succession plans as opposed to estate ...

A living trust, also called a revocable trust, is a widely used estate planning tool. Here are the pros and cons for those considering using it. News Space Sports Opinions Restaurants Advertise ...