In Central New York, families planning for the future are increasingly turning to irrevocable trusts to secure their ...

The IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable ...

Liz Weston, Certified Financial Planner, is a personal finance columnist for NerdWallet. Questions may be sent to her at 3940 ...

A dynasty trust established in 1964 locks a California family out of inherited funds, with access restrictions extending ...

Bequeathing money to children can get tricky when complicated family dynamics are in play.

What began as a high-asset marital dissolution between John and Laura Overdeck has transformed into a wide-ranging challenge to modern trust ...

The trust was established on or after Aug. 11, 1993. The person's assets were used to form all or part of the corpus of the trust. The policy in this section does not apply to trusts established by a ...

Recent updates to the North Carolina General Statutes in Chapter 58 (insurance) and to a portion of Chapter 42 (landlord and ...

Many people mistakenly believe that gifts left to their married children in their estate plan will remain the property of ...

You likely need a will if you have a spouse, kids or property. Trusts can give you more control over your estate. Many, or all, of the products featured on this page are from our advertising partners ...

Some of the transactions do not include a transfer price because no money was exchanged for the property. All deeds are recorded in the Berks County recorder of deeds office and are a matter of ...

The legal battle over who will control Richard Simmons’ millions has turned ugly in court, Us Weekly can exclusively report.