This son-in-law is smart, extremely money-focused and miserly. If she leaves him, I think she would not get a fair accounting ...

Receiving an inheritance from a loved one is a great honor. Depending on what you receive, an inheritance has the potential to change your life. However, if it’s not managed properly, you could risk ...

Trusts give you control over asset distribution, both before and after your death. Trusts can be customized to meet your goals and your beneficiaries' needs. They're tax-efficient and can protect ...

The probate process can be lengthy and costly. A living trust allows you to set stipulations before beneficiaries can receive an inheritance. Living trusts are revocable, meaning they can be changed ...

Happy to skip a generation to save thousands on inheritance tax? A deed of variation could be the estate planning tool you ...

A Beneficiary Defective Inheritor’s Trust, also known as a “BDIT,” is a specific type of estate planning trust. The purpose is to allow an individual who has a federal estate tax problem to maintain ...

Putting assets into trust can offer many benefits, for example to reduce your inheritance tax bill or to create a legacy for ...

The IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable ...

Your will may not control all your assets. Find out how your ex can inherit from you if you own any that don’t pass through ...

How can I pass my property to my two adult children and minimise inheritance tax? Are there trusts open to me, or other ...