‘I’m in the home stretch’: I’m 80. Do I leave my kids a ‘Magnificent Seven’ dynasty trust or a brokerage account?

The dynasty trust allows for these trusts not to be considered when determining my estate tax, but whenever they are sold by ...
Parents on MSN

Why Parents Are Using Trust Funds to Save For Their Kids' Future Spending Money

While commonly associated with the wealthy, trust funds can be used to ensure your child's financial security—regardless of their income level.
AOL

My wife’s irrevocable trust has been receiving checks for 20 years — but her trustee recently died and the bank locked the account. How do we regain control and keep funds ...

Leonard’s wife, Kelly-Anne, has been receiving checks in an irrevocable trust for more than 20 years. When she was a teenager, her mother set up the trust, naming Kelly-Anne’s uncle as the trustee.

GST Tax-Efficient Planning: Beneficiary Deemed Owner Trust and Accumulation Trust Planning for Large Qualified Retirement

The Setting Every Community Up for Retirement Act of 2019 (the SECURE Act) changed the distribution rules for beneficiaries ...