Estate Planning Blog

Explore the pros and cons of using irrevocable trusts for Medicaid planning—secure assets while navigating complex eligibility rules.

Spring can be a good time to organize your financial life—right up there with summer, fall and winter.

Properly drawn up trusts can provide both control (particularly in terms of picking the right trustee) and tax savings, as well as creditor protection for beneficiaries, advisors say.

Learn the steps and key terms for trust creation and administration from asset selection to drafting with an attorney to the trustee's financial and administrative obligations.

Over the past few years, there have been several private letter rulings of taxpayers essentially begging the IRS to allow them to file a late (or extremely late) IRS Form 706 to elect portability.

While discussing end-of-life wishes can be difficult, working with your attorney to draft a will should be a top priority. However, far too many of us avoid this task.

Inheriting a house is a process that should begin well before a parent dies. While discussing end-of-life topics can be uncomfortable, the conversations must happen before it’s too late.

An irrevocable trust must be carefully funded, structured and managed to achieve both asset protection and tax planning.

The Hilton family trust contest has valuable estate planning lessons for everyday Americans to follow. Learn from Barron Hilton.

For a long time, the Social Security Trustees have been warning that the retirement benefits system is facing some future financial hardships.