Creating a trust as part of your estate plan is something you might consider if you'd like to ensure that your assets will be managed according to your wishes after you're gone. When you establish a ...

People use life insurance trusts to avoid estate taxes on insurance proceeds. In this article, we’ll tell you about the different kinds of trusts, how they work, and more.

Since New York case law generally holds that a trustee is the proper party to a suit in conflict situations, the aggrieved trust beneficiary is seemingly without options. Practitioners, however, ...

Three essential features to consider when designing your trust for Millennial beneficiaries. Does your estate plan benefit Millennials? Are you leaving assets in trust for your Millennial ...

Establishing a trust as part of your financial plan is something you might consider if you have extensive assets or simply want a measure of control over how those assets are managed after you're gone ...

Distributing inheritance can be a difficult process. Luckily, you can take steps so that the things you leave behind get ...

Q: I am one of several beneficiaries of a trust, and we have had no communication from the trustee since 2012. Are we entitled to ask him for copies of recent tax returns for the trust or recent ...

Clients who want their beneficiaries to avoid probate often place assets in trust. Many CPAs are reluctant to take on being a trustee, which is a time-consuming responsibility. An alternative is to be ...

Creating a trust as part of your estate plan is something you might consider if you'd like to ensure that your assets will be managed according to your wishes after you're gone. When you establish a ...