Fraudulent schemes are being misused, offer no real protection and can trigger unintended legal and tax consequences, lawyers ...

When thoughtfully designed and coordinated with broader financial and family goals, a SLAT can be a cornerstone of ...

Discover how millionaires are quietly growing their wealth using tax-smart trusts, lifestyle investing and private strategies ...

Understanding how Medicaid works-and its relationship to homeownership-is crucial for anyone planning their estate or helping ...

If you want an extra layer of security and peace of mind, you can create a revocable living trust. A trust would have helped ...

Medi-Cal is California’s program that helps people with low incomes pay for healthcare, like doctor visits or nursing home ...

Picture this: it’s the happiest day of your life. You’re surrounded by nearly 300 loved ones, dancing, laughing, and soaking ...

Another no-action letter from the agency staff signals the SEC's view that state-chartered trusts are fine for handling digital asset custody.

Business owners must protect their digital assets for proper succession planning and to maximize their firm valuation.

Yesterday, the Securities and Exchange Commission's Division of Investment Management issued a no-action letter regarding the ...