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 ...

For financial advisors, the new year presents a critical opportunity to move beyond reactive problem-solving and build deeper ...

Sophisticated tax planning involves using trusts and entities to better protect your assets and to minimize estate tax, income tax and taxes on capital gains. This planning often involves the use of ...

The Allworth Advice is that donor-advised funds can be a smart, tax-efficient way to manage your giving, especially if you're ...

ACTEC highlights key estate planning concerns in new tax law affecting Trump Accounts, deductions and QSBS starting January ...

Learning the differences between revocable and irrevocable trusts can help you strengthen your estate plans. Many, or all, of the products featured on this page are from our advertising partners who ...

Editor’s note: This is part eight of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially for ...

The One Big Beautiful Bill Act will lead to a "renaissance" of income tax planning through non-grantor trusts that can "stack" the available savings, according to two experts. In light of the law, ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. Senator Chuck Grassley, a Republican from Iowa, departs following a vote at ...

An Employee Ownership Trust holds a portion of ownership of a company for the benefit of a defined purpose, not an individual ...