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 ...

When crafting an individual estate plan, you should consider whether a Revocable Trust is right for you. Below is an analysis of an artificial fact pattern and the estate plan I would recommend based ...

Prompted by recent news coverage detailing the collapse of Silicon Valley Bank and Signature Bank New York, some of our clients have asked us the question: What is my exposure in the event of bank ...

Almost every funded trust has one or more bank accounts – checking, savings, money market or certificates of deposit – and most of those accounts are insured by the FDIC. What many do not realize is ...

As you get older, there are two major things that you should consider. One is retirement. Having the necessary retirement savings and a financial plan will allow you to live the kind of life you want ...

But before we get into the nitty gritty, here are a few bottom lines: To minimize the risk of uninsured deposits for a joint revocable trust account, a good rule of thumb is to maintain an aggregate ...

As you get older, there are two major things that you should consider. One is retirement. Having the necessary retirement savings and a financial plan will allow you to live the kind of life you want ...