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New IRS Rules Could Change How You Use an Irrevocable Trust to Leave Assets to Heirs

Managing your taxes can be one of the most complex aspects of estate planning and a new IRS rule change continues that trend.

What Is a Family Trust, and How Does It Work?

A family trust can be a powerful tool—but it’s not right for everyone.

American Assets Trust: The Diversified Portfolio Is An Asset

American Assets Trust is paying out a 7% dividend yield, but FAD coverage was tight during Q3 at 98.7%. Read why AAT stock is ...

The Savings Game: When to consider naming a trust as IRA beneficiary

Readers of my column know I emphasize the importance of naming beneficiaries for every IRA account. Many ask under what ...