Can a nursing home seize your savings? What if your money is in a trust or a Roth IRA? For married and single retirees alike, ...
So you’ve worked and saved enough for your retirement, and for those with a sizable nest egg, the question becomes, do you ...
You've worked hard for your wealth. Don't let it fall into the wrong hands. Consider prenups, trusts and other protections to ...
Law enforcement officers have been in the spotlight often in recent years for being on the wrong side of the handcuffs.
The estate tax, along with the rest of the Tax Cuts and Jobs Act, is slated to sunset at the end of 2025. If the estate tax exemption reverts to the pre-TCJA amount, it will represent the biggest ...
In states that require financial disclosure, a beneficial interest in an irrevocable trust may still be considered an "asset, ...
President-elect Donald Trump has spoken about tax changes he would like to enact in his second term in office. John Nelson, a financial planner with NelsonCorp Wealth Management in Davenport, ...
To avoid triggering federal gift taxes, a family member can lend a student money for education at IRS-set interest rates.
Does a Trust Avoid Estate Taxes? find out how trusts can help minimize estate taxes. Understand the benefits and strategies for effective estate planning.
The use of trusts in estate planning is one of the best strategies for a variety of circumstances. However, the term “trust” encompasses a vast array of documents and options.
Mark Nevitt describes the views on his walk or bike to work in Atlanta, Georgia, as "stunningly beautiful" thanks to the city's lush tree canopy. But when autumn arrives, not only do the trees ...
Irrevocable trust assets aren’t counted in your estate, but you lose control over them. The best way to use them is to fund them with appreciable assets. That way, you’re passing on the ...