Editor’s note: This is part seven of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially for ...

With tax brackets expected to rise again in 2024 thanks to the IRS’s annual inflation adjustment, understanding how your investments are taxed and how to minimize the impact of taxes is essential to ...

Standard retirement account beneficiary forms may not be flexible enough to ensure your money passes to family members ...

For decades, savvy investors, business owners and high-net-worth individuals have sought strategies to legally defer capital gains taxes on the sale of highly appreciated assets. One powerful tool ...