What is a dyad and how do I fit into it? What do I do? These are the questions every new healthcare leader asks themselves, as I did, when they first join a dyad partnership. Although there has been ...

When planning for the future, many people use trusts as a way to manage their assets, avoid probate, and protect their loved ones. But not all trusts are created equally. Determining which estate ...

While an irrevocable trust can, in some cases, protect assets from being counted for Medicaid eligibility, Orman pointed out a major trade-off: "It no longer is part of your estate.

Wealth Think 4 irrevocable trusts to beat estate tax uncertainty By Katie L.S. Von Kohorn March 25, 2025, 8:00 a.m. EDT 4 Min Read ...

For clients waiting to see if Congress will extend or cut the lifetime gift and estate tax exclusion next year, setting up an irrevocable trust now can be a base-covering estate planning option. Katie ...

Leonard’s wife, Kelly-Anne, has been receiving checks in an irrevocable trust for more than 20 years. When she was a teenager, her mother set up the trust, naming Kelly-Anne’s uncle as the ...

Now, let’s look at each trust type in the context of some real-world asset management scenarios. Preserving Your Assets and Avoiding Probate As mentioned earlier, both revocable and irrevocable ...

An irrevocable trust is an essential tool in the kit of most estate planners, not only for sheltering assets from future estate tax, but for protection from potential creditors and lawsuits. Depending ...

Rupert Murdoch tests how irrevocable a trust can be By Roger Russell January 29, 2025, 2:38 p.m. EST 2 Min Read ...

The trust is irrevocable, so you aren't supposed to be able to change it. However, lawyers have developed maneuvers to handle such situations - and nearly any other life change that might come up.