The Spousal Limited Access Trust (SLAT) is mostly used to transfer assets out of the donor’s taxable estate yet provide “limited” access to the donor’s spouse and other beneficiaries. Not just for the ...

Question: I understand that when you set up a trust, the assets that are in the name of the trust are protected from lawsuits and creditors. If this is so, it seems like that in today’s litigious ...

Medicaid is a state- and federally funded health program for lower-income persons of all ages. For applicants who fall into certain categories, Medicaid imposes specific rules on how much income and ...

Editor’s note: This is part 16 — and the final article — of a series about the fundamental principles of using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness ...

Editor’s note: This is part six 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 asset ...

Families are being charged up to £5,000 for misleading asset protection schemes that don’t deliver and offer false promises of shielding them from care home fees and inheritance tax. In what experts ...

Imagine the moment you discover that your life savings—painstakingly accumulated over decades—are suddenly at risk due to an unexpected lawsuit or a geopolitical event. Unfortunately, I’ve witnessed ...