One of Caroline’s first responsibilities as a trustee is to make sure she complies with IRS rules. If the trust is a new one that's just been created upon her sister's death, she’s going to need to ...

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 ...

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

Dear Mr. Premack: My husband and I set up a living Trust a few years ago. We both signed a deed to put title to our house into the Trust. My husband died earlier this year, and I’ve been told by the ...