Spousal lifetime access trusts, or SLATs, provide myriad benefits—but also come with risks.
High-net worth families are racing against the clock to shield their wealth before the estate tax increases
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Why millennials and Gen Z should have a basic estate plan
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Trump’s ultra-wealthy picks face a huge tax hit to join his Cabinet—but can avoid it thanks to this little known provision
Lawyers and advisors to the wealthy share tax tactics from long-short equity strategies to front-loading charitable gifts.
As Angela Rayner has learnt, putting property or other assets in a trust will not always protect you from the taxman. Here’s how…
It's easy to cause a family falling out by forgetting to say who gets important sentimental items like jewelry and recipe books.
Building and protecting your wealth is more than just making smart investment decisions. Tax planning is also essential.
Lawyers to the rich share tips on how to pass down homes without sibling drama and a massive tax bill.
Wealthy investors avoid capital gains taxes by using a 351 conversion to transfer profitable assets to an ETF. Here's how the…
