Spousal Lifetime Access Trusts (SLATs): Enable one spouse to transfer assets into a trust while allowing the other spouse to ...

Insights on flexible estate planning tools and strategies to navigate potential changes in estate and gift tax exemptions.

Estate planning is one of those tasks that makes almost any other ... professionals who you work with—whether a financial ...

New BofA survey report unpacks trends around high-net-worth individuals' trust and estate strategies, including insights on ...

The above recommendations represent only a few areas where last week's federal elections will affect estate planning. The results of the elections, and in particular what they’ll likely mean for ...

While recommendations can be a great place to ... is a graduate-level degree for professionals who specialize in estate planning. Other estate planning designations include the chartered trust ...

Map out your family's future and leave a legacy with well-drawn wills, the right types of trusts, and careful estate planning. How do I set up a trust fund? To set up a trust, you first need to ...

Or are they planning to keep the collection for the rest ... the thousands of sports memorabilia items I've accumulated. An Estate Plan Should Include an Inventory of the Collection The first ...

Estate planning helps you control who gets your assets when you die and who will make medical decisions if you become incapacitated. Creating a trust and choosing a healthcare proxy are essential ...

Then you receive customized recommendations on what to tackle ... documents but you can read 2,000 articles on estate and end-of-life planning. A premium user gets access to live chat support.