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

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 ...