Regardless of one's level of wealth, gifting is an important tool for an effective estate planning strategy. Individuals have many potential gifting options, both simple and complex, that may be ...

Lots of people live together outside of marriage. And as marriage rates have declined, cohabitation rates have risen. While you might have love in your eyes, cohabitation can bring tax and legal risks ...

Once we are not as concerned about leaving assets to heirs, an entirely new set of possibilities opens up. One of my favorite ...

Gift trusts are a popular inheritance tax (IHT) mitigation solution if the settlor wants to gift capital outright into trust. However, IHT mitigation doesn’t need to be an objective. Another key ...

There are lots of well-paying trust management jobs, but companies are increasingly having trouble filling them. A new donation to the University of Delaware’s Alfred Lerner College of Business and ...

Making annual exclusion gifts to children and grandchildren is a simple and highly effective way to reduce estate taxes. Deciding what form such gifts should take, on the other hand, is not quite as ...

Editor’s note: This is part 10 of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially for asset ...

Editor’s note: This is part 11 of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially for asset ...