For many years, certain trusts have proven exceptionally effective for wealthy individuals and to transfer some of their assets to the next ...

Charitable lead trusts help you donate to an organization while preserving the remaining inheritance for your heirs. Many, or all, of the products featured on this page are from our advertising ...

A charitable lead trust is a form of charitable trust that first distributes assets to the named charities. Once the assets have been distributed to the charities as specified in the trust, the named ...

Forbes contributors publish independent expert analyses and insights. Darren Case is an Arizona attorney covering tax and estate planning. There are many tax and estate planning transactions for ...

In the intricate landscape of financial planning, a potent tool exists that combines the act of giving with the science of wealth preservation — the charitable lead annuity trust. Tailored for ...

Trusts serve a variety of tax, asset protection and estate planning purposes for families, and over the years different types of trusts have evolved to best serve families’ planning needs and ...

Phil and Alicia had a successful business developing both residential and commercial real estate. They realized that their assets provided more income than they need for their family’s current living ...