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Don’t worry; this is a totally legal and valid trust. The “defective” part only describes the fact that it’s not valid for income tax shifting

Business Insider’s recent article, “A financial adviser shares a 5-step checklist to complete before the end of 2016,” notes that many folks spend more time

Both President-Elect Trump and the Republicans in the House of Representatives have proposed to end the estate tax. Started in 1916, the tax was first

As CBS Boston explains in “Our Families: Giving It Away,” your federal estate tax exemption, or the amount you can give away tax free when

A GRAT is a trust that is typically created by a grantor who transfers assets, like stock or closely-held business interests, to the GRAT for

While considering your long-term investment goals, meet with your team of professional advisors to look at any issues or changes that could impact your typical

People tend to put off estate planning. As a result, they risk dying without leaving their financial affairs in order and handing their heirs a

If you have or think you might eventually have a total net estate worth more than $5,450,000 for an individual or $10,900,000 for a married

Perhaps you’re considering retirement and succession planning for your business. One option is to transfer the business to children to minimize estate taxes; however, there

Forbes’ recent article, “Why The Gift Tax Matters So Much to You,” reminds us that certain wealth transfers are excluded from gift taxes. You can

What if it's time to arrange your affairs, but you're not quite ready to part with your art collection? You can part with your art

"The Supreme Court ruled that the Constitution guarantees a right to same-sex marriage." The recent Court decision has changed financial and estate planning significantly for