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 ...

Discover how a marital trust can offer tax benefits, avoid probate, and ensure asset distribution to a surviving spouse or ...

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 ...

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 ...

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 ...

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 ...

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 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 ...

Example. A digital assets investor is concerned about asset protection and tax planning, so they set up an asset protection trust that can be used to later bridge into more comprehensive tax planning ...