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Pursuant to Internal Revenue Code Section (“Code §”) 2801, if you are a “U.S. Beneficiary” [1] - who is the recipient of a gift or bequest from, or a distribution from a trust established by, a former ...

With the end of the year upon us and many people in the gift giving mood, I thought it would be a good time to discuss gift taxes. There is much confusion in the general public regarding gift taxes so ...

People use life insurance trusts to avoid estate taxes on insurance proceeds. In this article, we’ll tell you about the different kinds of trusts, how they work, and more.

Making regular gifts from surplus income is a highly effective way to pass wealth to family, free of inheritance tax.

Government plans to make inheritance tax due on pensions, plus other changes to IHT rules, have seen a leap in people enquiring about the use of trusts to protect their wealth. So what are trusts, and ...

In what’s being described as the Great Wealth Transfer, economists project that more than $100 trillion of wealth will pass from the baby boomer generation to their children over the next 25 years. As ...