Estate planning is not only for those with large houses and mega assets. In fact, it's something every individual needs....

The older you are when you remarry, the more likely you will bring assets into the marriage. Assets such as...

To protect generational wealth, many families use trusts to transfer assets to younger members of their family. A dynasty trust...

Preserving generational wealth is an important goal for many families, in particular for family-owned businesses. Most business owners are aware...

Despite its name, a Crummey Gift Trust isn't crummy at all - it can be pretty great if you need...

Upcoming potential tax changes can make it advisable to change your year-end gifting strategies in 2021. For high net worth...

A trust is a legal arrangement to determine how another person or persons can use your assets after you die, or...

Illinois adopted the Prudent Investor Rule to require trustees to invest and manage trust assets as if they were their...

A trustee is a qualified person or agent (such as a bank) who is chosen by the deceased or the...

Many married couples set up an AB Trust, also called a Bypass Trust, as part of an overall estate plan...