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.

Family offices are rethinking wealth preservation and growth, and many of the clients I work with want to move toward a more ...

Splitting The Difference Structuring And Restructuring Interests In Trusts,” by Diana S.C. Zeydel. Modern irrevocable trusts often span long periods or last in perpetuity. With growing frequency, ...

When crafting an individual estate plan, you should consider whether a Revocable Trust is right for you. Below is an analysis of an artificial fact pattern and the estate plan I would recommend based ...

Consider ease of set-up, ability to modify, asset protection, and tax benefits Reviewed by Anthony Battle Fact checked by ...

While both types of trusts have similar benefits like avoiding probate and reducing tax burdens, these trusts have nuances that must be seriously considered, as these can impact investors’ financial ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Many taxpayers created irrevocable trusts and transferred significant ...

If you had a loved one who died last year, you may be faced with the need to file taxes for an estate or a trust. When a ...