Learn about the benefits of trusts in estate planning. Discover how trusts can help manage assets, avoid probate, and provide ...

Estate planning can feel overwhelming, but failing to plan can leave your loved ones facing a costly, time-consuming legal process at an already difficult time. Trusts are one of the most effective ...

As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...

What Are Inter-Vivos Trusts? An inter-vivos trust, also known as a living trust, is a legal arrangement that allows an individual (the grantor) to transfer ownership of their assets to a trust managed ...

You can use these trusts to cement your legacy, organize your estate and limit your exposure to estate and gift taxes.

Education funding, the subject of Registered Rep.'s cover story this month, is only one reason to put aside funds for a child. Funds put into a minor's account of the proper type can be used not just ...

What will happen to your assets when you can no longer manage them? There are many opportunities when it comes to arrangements like these, and trusts are a big part of the planning process. If chosen ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The opening panel of the 60th Heckerling Institute on January 12, 2026 ...

A charitable remainder unitrust or annuity trust could help inherited individual retirement account heirs push back the additional income and accompanying taxes; a non-grantor trust can tap into the ...

This article discusses some strategies that married taxpayers can use to manage their estate tax liability by creating certain types of trusts. During the past 10 years, the federal estate tax has not ...