Forming a trust now and funding it after Congress decides whether to keep the current gift tax exemption rate could make for ...

Thorough financial planning involves many things. There's budgeting, goal-setting, investing, retirement savings, and estate ...

Should you name your living trust as the beneficiary of your life insurance policy? Advantages of Naming Your Trust. If your primary beneficiary is incapacitated or has special needs, directing ...

Putting your home in a trust can protect your assets while you’re alive and make the ownership transfer easier after your ...

Establishing a trust is an estate planning strategy that can be used ... For example, traditional life insurance trusts often contain a Crummey provision. Advantages and Disadvantages of a Gift ...