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Effective March 1, 2026 new rules require that detailed reports must be filed with FinCEN if you transfer a home or other residential property to many trusts or LLCs.
For Gen X, delaying retirement can be an opportunity to pilot-test your second act, plan for your inheritance and structure trusts for your kids.
Learn the difference between domestic asset protection trusts and foreign or offshore asset protection trusts to help you decide what might work best for you.
Families need to prepare heirs through communication and financial know-how, or all that money could end up causing confusion, conflict and costly mistakes....
Answering listener questions about what to know before buying into a practice, how to think about what “net worth” really means, and the important basics on special needs trusts. The post ...
Life insurance trusts, particularly irrevocable life insurance trusts (ILITs), can minimize estate taxes and protect your heir's inheritance....
In this special episode, we catch up on a backlog of insightful listener questions—covering everything from estate planning and Social Security taxation to Roth conversions and Medicare rules. I...
In the final installment of our 3-part estate planning series, we dive into one of the most overlooked—but critically important—aspects of planning: protecting your heirs' inheritance. It'...
In this episode, we explore how to pass on your assets smoothly and efficiently—without dragging your loved ones through probate court. You'll learn why probate can be costly and time-consuming,...
This week, we're diving into a question about the tax treatment of Special Needs Trusts. There are two types—First-Party and Third-Party trusts—but how does each one affect taxes? We'll br...
Dan asks: If monthly income from an IRA exceeds $2,908 for a single person, would that result in disqualification for Medicaid? We break down the income limits, potential strategies to navigate Medica...
In this episode, we dive into Stephen's fascinating question about estate planning for the far future—trusts designed to preserve wealth for individuals who undergo cryonic preservation. Is this...
Fear of facing the fact that we all die may be the reason why people hire an attorney to do their estate plan documents but then fail to sign them. It can create a mess....
An irrevocable trust to save estate tax won’t with a $15 million exemption. Trust assets won’t receive a step up in basis. Should the trust be terminated?...
My mother had most her assets in a revocable trust that became an irrevocable trust upon her death. That trust was split into 2 "sub-trusts", one for my sister and one for me. According to the trust l...
Those with high incomes and a large net worth could benefit from a Domestic Asset Protection Trust (DAPT). Here's what to know. The post Domestic Asset Protection Trusts as a Tool for Liability Protec...
Graduates entering the workforce trust human advisers more than AI tools with their financial planning. But AI can still enhance the client/adviser relationship....
The One Big Beautiful Bill Act's increase of the state and local tax (SALT) deduction cap creates an opportunity to use multiple non-grantor trusts to maximize deductions and enhance estate planning....
In this special episode, we catch up on a backlog of insightful listener questions—covering everything from estate planning and Social Security taxation to Roth conversions and Medicare rules. I...
You can use trusts to cement your legacy, organize your estate and limit your exposure to estate and gift taxes....
Prenuptial agreements can protect assets before marriage. But many find that unacceptable. Creative uses of trusts can protect assets even without a prenup....
People are conditioned to believe they should avoid probate at all costs, but when compared with living trusts, probate could be a smart choice for some folks....
Most people should consider having one or more trusts in their estate plans, but you must be aware of trust terminology and the basic concepts....
This week, we’re diving into a question about the tax treatment of Special Needs Trusts. There are two types—First-Party and Third-Party trusts—but how does each one affect taxes? We...
In this episode, we dive into Stephen’s fascinating question about estate planning for the far future—trusts designed to preserve wealth for individuals who undergo cryonic preservation. I...
Here's how proper preparation can help you successfully navigate these DST risks, from market uncertainties to structural limitations....
A flexible irrevocable trust can minimize taxes on capital gains, ordinary income, estate tax and property tax....
Irrevocable trusts offer nearly endless possibilities for high-net-worth individuals to reduce their estate taxes and protect their assets....
In this episode, we dive into the recent IRS revenue ruling that has the financial and estate planning communities buzzing. The possibility that trust accounts may no longer benefit from a step-up in ...
Opponents shouldn’t block 403(b)s from purchasing collective investment trusts. Anyone concerned about fees in retirement plans should be delighted that the use of collective investment trusts (...
Your employer-sponsored retirement plan may hold a unique type of investment called a collective investment trust, or CIT. They come with benefits and risks that warrant a closer look....
As Murdoch family members clash over who will control voting shares in the Fox media empire, the court proceedings, in Nevada, are private....
Some people want to create trusts but not let the beneficiaries know about them, at least for a while....
Few trusts provide this level of multigenerational asset protection....
In this episode we’re answering listener voicemails and tackling some tough questions about Social Security, RMDs, estate planning, and more. First up, we help Diane, whose husband is a minister...
In this episode of Big Picture Retirement, we’re back answering more of our listener-submitted questions. Join us as we cover: Anna's Query: When will NESARA begin? Ron's Question: Clarification...
Your choice to set up a revocable vs. irrevocable trust could have a big impact on your heirs....
A woman plans for the future by comparing the benefits of a will and trust. Wills and trusts are two essential tools in estate planning that serve similar purposes but offer distinct advantages and co...
Balancing the costs and benefits of surrendering control is key when ensuring a trust maker’s assets are properly managed and distributed the way they want....
Home » Online Wills and Trusts Updated: Creating a will is one of the most important steps you can take to ensure your wishes are carried out after your passing. A legally valid will provides cl...
When estate planning, we often think about our spouse or children — but what about our furry family members? Here’s ... Read more...
You can create this type of self-settled irrevocable trust to protect your assets for yourself, rather than for someone else, but there are limits....
Revocable trusts allow the trust maker complete control over the assets and can be quite efficient when it comes to capital gains and income taxes....
Too many people get wills, trusts, powers of attorney and healthcare directives drawn up and then fail to sign them. Here's how to get past that....
Irrevocable trusts that own or control entities raise complex issues for reporting under the Corporate Transparency Act (CTA)....
Beneficiaries of trusts sometimes need to realize how much control they actually have over a trust. That is because they are unaware of a power sometimes found in trusts....
In this week’s video we’re going to look at an introduction to estate planning. This will kickoff a series of estate planning posts that will explore more in depth concepts surrounding it....
The Corporate Transparency Act requires owners and control persons of 32 million entities to file with the government. This is especially tough trusts own entities....
The Administration's Greenbook budget proposal includes broad, invasive and harsh reporting requirements for most trusts....