Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Khadija Khartit is a strategy, investment, and funding expert, and an educator of fintech ...

For years, affluent Marylanders routinely crossed the border to Delaware or Virginia when setting up complex trusts, attracted by those states’ stronger liability shields and more permissive trustee ...

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.