Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. Anthony Battle is a CERTIFIED FINANCIAL PLANNER™ professional. He ...

Placing an investment account in a trust can help manage assets and streamline inheritance, but it also introduces specific tax rules and reporting requirements. The tax implications depend on the ...

Grantor trusts are groovy. They have so many potential benefits that they are the cornerstone of many, maybe even most estate plans. Grantor trusts let you transaction business with your trust without ...

For investors, business owners and high-net-worth individuals, capital gains tax can be one of the most significant barriers to wealth preservation. Every time you sell a highly appreciated ...

In recent months several clients and others have asked me about having their partial interests in limited liability companies bequeathed to trusts for estate planning and asset protection purposes. I ...