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 ...

In recent months several clients and others have asked me about having their partial interests in limited liability companies bequeathed to trusts for estate planning and asset protection purposes. I ...

The increased SALT deduction cap under the One Big Beautiful Bill Act provides a powerful tool for tax and estate planning, particularly through the use of non-grantor trusts. By strategically ...

For this, my final Morningstar column, I’m tackling a topic not covered in any of the 244 previous columns: fiduciary income taxes. What must financial advisors, estate planners, and trust ...