Private placement life insurance is a type of life insurance policy that can provide tax and estate benefits to high-net-worth individuals.

An irrevocable life insurance trust is a special type of trust to hold life insurance policies. It can help you potentially avoid estate taxes.

Irrevocable trusts can help you protect your assets and pass your wealth down to your loved ones. But is it the right type of trust for you?

A Charitable Remainder Unitrust, or CRUT, is a type of Charitable Remainder Trust that can offer you bigger returns and distributions.

How do revocable living trusts work? Here's everything you need to know to grow and pass down wealth to your loved ones.

Trying to choose between a grantor vs non-grantor trust? Here's everything you need to know about these trusts to figure out which one is right for you.

Learn how a non-grantor trust can optimize your tax strategy, as well as the key differences between a non-grantor and a grantor trust.

Find out how much money do you need to start a trust fund for a child, including costs involved and key factors to consider for financial planning.

Learn about Grantor Retained Annuity Trusts (GRATs), their benefits, risks, and how they help with estate planning and minimizing taxes.

Learn the biggest mistake parents make when setting up a trust fund for their kids and how to avoid it to ensure a secure financial future for your child.

Discover what a dynasty trust is and how it works to help preserve wealth, reduce taxes, and provide financial security across generations.

Wondering at what net worth do you need a trust? Learn the key factors to decide if a trust is the right choice for your estate and financial planning.

Do you have to pay taxes on gifts received from another country? We break down what you need to know, including monetary limits and IRS form 3520.

A Spousal Lifetime Access Trust is an important tool for protecting your family’s wealth. Discover tax advantages and financial security SLATs offer.

Nowadays, assembling a will is more than deciding how your possessions will be allocated. Read on to learn about estate planning for digital assets.

Learn what an intentionally defective grantor trust is, its advantages and disadvantages, and whether it's the right choice for you & your family.

Haven’t discussed estate planning, finances, final wishes, or even health decisions with your aging parents? Read on to learn how to start.

Trusts and estates are complicated topics and may even be challenging to discuss due to their sensitive nature. Read on for everything you need to know.