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

Think estate planning is only for the wealthy? Think again. In this episode of the HerMoney Podcast, Jean Chatzky sits down with elder law attorney and former NY State legislator Ann-Margaret Carrozza ...

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 ...

Learn how trust funds work, their benefits, and the differences between revocable and irrevocable funds. Understand how they manage and protect assets for beneficiaries.

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 ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

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 ...

You can create a spendthrift trust with estate planning software, but using an advisor or attorney might be safer. Many, or all, of the products featured on this page are from our advertising partners ...

Dealing with the loss of a loved one is emotionally taxing, and the burden is often exacerbated by the intricate legal processes involved in settling the estate. This task can be particularly ...

REITs must distribute at least 90% of taxable income as dividends, offering investors steady income. Publicly traded REITs provide easy access and liquidity through major stock exchanges. Investors ...