The Strategic Power of an ILIT in Estate Planning Estate planning is a maze: It is hard to know what to do and how to do it, and few tools provide the definition and control of an Irrevocable Life ...

Inheritance Tax (IHT) receipts are expected to rise by £800 million between April 2024 and March 2025, reflecting a growing ...

Many wealthy asset-holders choose trusts as ideal financial instruments to preserve their wealth and share it with others, ...

As we move through 2025, we have already established one thing: digital assets are here to stay. Yes, you read this right. Despite the fact that the cryptocurrency industry is volatile, crypto has ...

Trusts and estate structures are gaining traction as tools for smart succession planning, asset protection ... lengthy legal process. A trust, however, can be set up during one’s lifetime ...

My wife and I are elderly. I have an individual retirement account (IRA) worth about $100,000, and we have a trust set up ...

The announcement follows the news last month that neighbouring NHS trusts in Hampshire and the Isle of Wight had earmarked up ...

Long-term care (LTC), which may include nursing home stays, is expensive and can quickly suck up savings you ... against the Medicaid asset limit. So you could protect your assets by putting ...

A wealth adviser notes that an estate plan that covers everything from guardianship to digital assets and taxes — and is ...

Security has never been about simply having the right tools. It is about understanding whether those tools are ready for the ...

Appointing a trustee is one of the most critical steps in setting up a trust fund ... The advantage of an irrevocable trust is that it can protect the assets from creditors in the event of ...