Learn about gifts in trust and how they help distribute assets according to the grantor's wishes and protect wealth for ...

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 trust is a legal agreement establishing how assets will pass from one owner to another when certain conditions are met.

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Estate tax repeal may really happen! What does that mean to your ...

But estate taxes were one of the myriad items covered by the Reconciliation Act signed into law on July 4, 2025, and unofficially referred to as One Big Beautiful Bill. The estate tax exemption, ...

Editor’s note: This is part 16 — and the final article — of a series about the fundamental principles of using trusts and ...

Living trusts are powerful tools that can help protect client assets and make estate administration easier for families.

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 ...