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

As an estate planning tool, the generation-skipping trust can offer investors some tax advantages and other perks. For the family that uses it, this can be a way to have the third generation inherit a ...

A living trust, also called a revocable trust, is a widely used estate planning tool that allows individuals to manage and control their assets during their lifetime and determine how those assets ...

As trusted advisors to your clients, you likely field questions about estate planning strategies and whether living trusts make sense for their situations. Understanding the fundamentals of revocable ...

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 ...

A bypass trust can help ensure that your assets end up where you want them to go after you die. Many, or all, of the products featured on this page are from our advertising partners who compensate us ...

Estate taxes are a form of transfer tax that affects the very wealthy. For multimillionaire households, avoiding the estate tax is a significant issue. One tool that households can use to try to ...

California DRE enforces trust account rules strictly, requiring brokers to document compliance regardless of intent or ...