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 ...

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 ...

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 ...

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 ...

Planning for the long-term care and financial security of a family member with disabilities presents a unique challenge. A well-intentioned inheritance, gift, or even legal settlement can ...

Learn how special needs trusts work, the differences between trust types, and how families can help protect public-benefit eligibility.

Elder law attorney Harry Margolis joins Robert Powell to explain special needs trusts, Medicaid eligibility, SSI rules, trustee selection and the differences between self-settled and third-party ...

A family trust can provide a structured plan for distributing assets, avoiding probate and distributing timely inheritance for beneficiaries. It can also offer tax benefits by potentially lowering the ...