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 can be altered anytime but don't protect assets from estate taxes or creditors. Irrevocable trusts lock assets away, shielding them from taxes and legal claims. Irrevocable trusts do ...

Irrevocable trusts have many benefits and limitations. Learn more about whether an irrevocable trust works for you. Many, or all, of the products featured on this page are from our advertising ...

Will Kenton is an expert on the economy and investing laws and regulations. He previously held senior editorial roles at Investopedia and Kapitall Wire and holds a MA in Economics from The New School ...

Editor’s note: This is part 16 — and the final article — of a series about the fundamental principles of using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness ...

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 ...

What is a trust? Essentially, it is an arrangement whereby you give assets to a legal entity (the trust) created in a separate agreement to be administered by an individual or institutional trustee ...

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 ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Let’s start with a quick refresher to set the stage for an important ...