Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. David Kindness is a Certified Public Accountant (CPA) and an expert in the fields of ...

Revocable trusts offer flexibility, allowing changes at any time, but do not protect from creditors or taxes. Irrevocable trusts lock in decisions and shield assets from lawsuits and estate taxes, but ...

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 ...

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 ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Many taxpayers created irrevocable trusts and transferred significant ...

A well-designed trust can help save time, paperwork and other headaches when settling an estate. Many, or all, of the products featured on this page are from our advertising partners who compensate us ...

Home Retirement Estate Planning Pot Trusts: Why They’re the Fairest (Trust Structure) of Them All When it comes to estate planning, being fair and being equal are not necessarily the same thing. A pot ...

A deferred sales trust (DST) is an advanced tax strategy that allows investors to delay capital gains taxes on the sale of assets that have significantly risen in value, such as real estate or ...

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 ...

Trusts are surging in popularity as a way to avoid inheritance tax, according to new government figures and financial advisers on the frontline of estate planning. We look at what trusts are and if ...