The beginning of 2025 marked an uncertain year for estate tax planning purposes. With the estate tax exemptions set forth by ...

Bryn Mawr Trusts's Jamie Hopkins details how to help clients plan for digital assets and avoid estate planning pitfalls ...

Although blended families are common, they often encounter unique complexities after the death of a loved one. Assets may be left outright to ...

If the goal is to help children bypass probate, a living trust is only part of the strategy, not a catchall bucket for every ...

As an estate planning tool, the generation-skipping trust can offer investors some tax advantages and other perks. For the family that uses it, this can be a way to have the third generation inherit a ...

A living trust, also called a revocable trust, is a widely used estate planning tool that allows individuals to manage and control their assets during their lifetime and determine how those assets ...

Prenuptial agreements can ease tension among adult children worried about parents heading to the altar. The agreements, which are binding contracts, Estess noted, can include financial, real estate, ...

CHICAGO, IL – In a city where real estate ownership is common and probate court procedures are complex, understanding the ...

Although it might be tempting to set up a will and consider your estate planning complete, trusts should potentially be part of your plan, too, even if you aren't so wealthy that you aim to have an ...

This article discusses some strategies that married taxpayers can use to manage their estate tax liability by creating certain types of trusts. During the past 10 years, the federal estate tax has not ...

Setting up a trust document is just the beginning. Without transferring your assets into that trust — a process called "funding" — you've essentially built a safe but left your valuables sitting on ...