Beverly is a writer, editor, and paralegal specializing in personal finance and tax law. She covers personal financial and legal topics, as well as tax breaks, tax preparation software, and tax law ...

States gut fiduciary duties as trustees gain power to eliminate protections through decanting and silent trust structures ...

The Vanderbilts once had more money than the US Treasury. Yet today, they own none of their former mansions – not the Biltmore Estate, not The Breakers, not a single one of their ten Manhattan ...

For restaurant owners, protecting business and personal assets from lawsuits, creditors, and financial risks is essential. One of the most effective legal strategies is using trusts to shield wealth ...

You’ve dedicated your life to ensuring the financial security of your family. However, without proper preparation, your estate may be unnecessarily depleted, undermining the fruits of your work.

When you imagine the wealthiest people you know — whether in real life or on the covers of magazines — you know that hard work or good luck (or a combination of both) likely played a role in building ...

Trusts are surging in popularity as a way to avoid inheritance tax, according to new government figures and financial ...

The use of trusts in the UK is growing as they play an increasingly important role in estate and succession planning, ...