Discover how a marital trust can offer tax benefits, avoid probate, and ensure asset distribution to a surviving spouse or ...

Estate planners need to rethink how they draft choice of situs provisions as reforms finally modernize 55-year-old trust law ...

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 ...

Dynasty trusts let you pass wealth through multiple generations in a tax-savvy way. Let's discuss how they work, the tax ...

Trusts are a cornerstone of estate planning, offering a versatile means of managing and transferring wealth across generations. For married couples, trusts provide a way to gift assets to their ...

I'm a single parent, and am looking at ways to minimise inheritance tax on my estate when I die. I looked into passing my home to my adult son and daughter while I am alive, but it seems that as I am ...