When we think of investing in real estate, the first thing that often comes to mind is ownership of residential and commercial properties. However, there are more practical and accessible alternatives ...

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 rabbi trust is a type of irrevocable trust that employers use to fund deferred compensation plans for key employees or executives. The money is set aside for the employee but can still be taken by ...

What is a revocable trust and why should you have one if you are a homeowner, a business owner, a licensed professional, have substantial investments, or are part of a blended family? A revocable ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. As America stands on the cusp of the largest wealth transfer in history, with ...

Whether you’re creating legacy wealth or avoiding probate, a family trust can be a powerful tool—but it’s not right for everyone Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is ...

Trusts are surging in popularity as a way to avoid inheritance tax, according to new government figures and financial ...

Beverly is a writer, editor, and paralegal specializing in personal finance and tax law. She covers personal financial and legal topics, as well as tax breaks, tax preparation software, and tax law ...

Learn how qualified disability trusts offer tax exemptions for special needs planning. Discover eligibility criteria, benefits, and reporting requirements to save on taxes.

If you don't measure your financial planning by years or even decades, but by centuries and generations, you'll want to know a lot more about dynasty trusts. Americans are largely unprepared for the ...

Welcome to Talking T&E for Advisors, where Trusts and Estates Editor in Chief Susan Lipp and Jamie Hopkins, chief wealth officer at Bryn Mawr Trust, take seemingly complex estate planning issues and ...