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.

Revocable Living Trust : Last Will & Testament : Takes effect after funding and signing the trust : Takes effect only after the person dies : Manages assets once they enter the trust ...

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 ...