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.

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.

One of the most common questions we are asked is about the tax implications of inheriting property or assets in/from a foreign country. Under most circumstances, you will not pay foreign inheritance tax on the receipt of an inheritance from abroad - but you still may have to report it!