Revocable living trusts are often the core estate planning vehicle for the basic estate plan. Generally, revocable living trusts are touted as an incredibly versatile estate planning tool, which ...
The Spousal Limited Access Trust (SLAT) is mostly used to transfer assets out of the donor’s taxable estate yet provide “limited” access to the donor’s spouse and other beneficiaries. Not just for the ...
Question: I understand that when you set up a trust, the assets that are in the name of the trust are protected from lawsuits and creditors. If this is so, it seems like that in today’s litigious ...
Divorce is a major financial risk. Early offshore asset protection can preserve wealth before courts, costs, and forced ...
Learn how to protect your assets and family wealth with a Lifetime Asset Protection Trust. Safeguard from creditors and divorce. People in Denmark 'stunned' by Trump's Greenland comments, former ...
The OBBBA sets a permanent $15M exemption. Use trusts like SLATs and Dynasty Trusts now to shield your legacy from the 40% federal estate tax!
Trusts offer many significant benefits for estate planning, including asset protection and efficient wealth transfer. As the leading authority on tax management and wealth generation, Tom Wheelwright ...
Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. A Delaware court (by the Magistrate in Chancery) recently upheld the ...
With the enactment of the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the 2010 Tax Act), individuals now have the ability to gift up to $5.12 million (increased ...
Coral Gables, Florida , Dec. 26, 2025 (GLOBE NEWSWIRE) -- A recent legal analysis highlights a critical limitation in traditional estate planning strategies, revealing that living trusts alone often ...