Trusts and estates are the two main legal structures for transferring assets to your heirs and beneficiaries. Each works in ...

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 ...

Most families spend years building wealth and almost no time protecting it from the federal estate tax. If your estate ...

A living trust, also called a revocable trust, is a widely used estate planning tool that allows individuals to manage and control their assets during their lifetime and determine how those assets ...

Real estate and investment portfolios can add complexity to estate planning. These assets often involve title transfers, valuation issues and tax implications that standard documents may not fully ...

In 2025, 20% of Americans said they trusted AI advice more than a human attorney for estate planning. In 2026, that figure is 30%, a 10-point increase in 12 months. At the same time, the share saying ...

In Frank Aragona Trust v. Comm’r, 142 T.C. No. 9, the Tax Court ruled in favor of the taxpayer, holding that a trust could and did materially participate in real estate rental activities, thus ...

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 ...

Strategies for optimal intergenerational wealth transfer may require reconsideration, given the continuation of a higher ...