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 ...

There's only so much control that their grandparents will be able to exercise after they're gone, and the best kinds of gifts don't come with strings attached. All inheritance is treated as separate ...

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

Delaware’s Court of Chancery has again emphasized that decanting is a limited tool that must be grounded in actual authority under the ...

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

Some of the transactions do not include a transfer price because no money was exchanged for the property. All deeds are ...

Sometimes no plan at all could be better than making these unfortunate mistakes. Don't let your best intentions mess things ...

Belgium’s PM Bart De Wever has thrown quite a spanner into the EU’s plans to use frozen Russian state assets to fund Ukraine.

Whether you’re creating legacy wealth or avoiding probate, a family trust can be a powerful tool—but it’s not right for everyone ...

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