Irrevocable trusts offer nearly endless possibilities for high-net-worth individuals to reduce their estate taxes and protect ...
See below for links to the other articles in the series. Revocable trusts and irrevocable trusts are created through contracts in which a person is appointed as “trustee” to hold title to ...
Investments in private markets are rapidly becoming an essential part of a well-rounded investment portfolio, especially for ...
When deciding between a revocable vs. irrevocable trust, you'll need to consider your net worth and what type of tax shelter your heirs may need. It may be tempting to set up a will and consider ...
As a result, many estate planners advised their clients to transfer their wealth into irrevocable trusts. However, on January 2, 2012, President Obama signed a bill to maintain the higher rate ...
Among other gifts, the wife's mother settled and funded an irrevocable trust, of which the wife is the sole beneficiary. The irrevocable trust is governed by Michigan law, which the Massachusetts ...