What will happen to your assets when you can no longer manage them? There are many opportunities when it comes to arrangements like these, and trusts are a big part of the planning process. If chosen ...

A charitable remainder unitrust or annuity trust could help inherited individual retirement account heirs push back the additional income and accompanying taxes; a non-grantor trust can tap into the ...

These dual-purpose tools let affluent families combine philanthropic goals with advanced tax planning to generate income, ...

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 ...

A grantor transfers a right to property by creating a trust, giving a gift or making a sale. Many, or all, of the products featured on this page are from our advertising partners who compensate us ...

Depending on one’s personal situation, the choice between a grantor and non-grantor trust may be difficult and confusing to understand. After reading this article, someone making this decision will ...

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 ...

A family trust can help ensure that your assets stay in the family. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take certain ...

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 ...

While watching the Major League Baseball playoffs this week, I noticed, among the usual advertisements for beer, trucks and life insurance, a notable outlier—online estate planning platform Trust & ...

Q: You've written about "under-drafted" wills (for example, from templates found on the internet) that omit crucial provisions. Can a will be "over-drafted" and contain redundant language, conflicting ...