Learn how irrevocable trusts protect assets, reduce estate taxes, and provide long-term financial control by placing wealth under the management of an independent trustee.

Trusts serve a variety of tax, asset protection and estate planning purposes for families, and over the years different types of trusts have evolved to best serve families’ planning needs and ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

Trusts and estates are the two main legal structures for transferring assets to your heirs and beneficiaries. Each works in ...

Forbes contributors publish independent expert analyses and insights. I strive to alleviate stress by analyzing and clarifying the tax code. Feb 04, 2025, 05:00am EST Feb 04, 2025, 12:02pm EST ...

Estate planning today often encompasses a series of goals, ranging from tax planning to asset management and asset control strategies. Many ultra-high-net-worth families seek asset or divorce ...

If you don't measure your financial planning by years or even decades, but by centuries and generations, you'll want to know a lot more about dynasty trusts. Americans are largely unprepared for the ...

Financial advisors often work with clients who hold or plan to leave assets in trust. But clients may be reluctant to commit to trust terms that may govern for generations in the face of changing laws ...