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

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 ...

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 ...

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 ...