Discover how a marital trust can offer tax benefits, avoid probate, and ensure asset distribution to a surviving spouse or ...

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 ...

Discover the essentials of real estate investment trusts (REITs), their benefits and risks, and how to start investing wisely in these income-producing assets.

Revocable trusts can go by other names like living trusts, inter vivos trusts or even “loving” trusts, but their purpose is the same: to address the problems that traditional last wills and testaments ...

Dynasty trusts let you pass wealth through multiple generations in a tax-savvy way. Let's discuss how they work, the tax ...

I'm a single parent, and am looking at ways to minimise inheritance tax on my estate when I die. I looked into passing my home to my adult son and daughter while I am alive, but it seems that as I am ...