SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. Inheritance trusts take on critical importance in wealth management, particularly for ...

Trusts are surging in popularity as a way to avoid inheritance tax, according to new government figures and financial ...

One of the main reasons I work hard and try to generate wealth is to be able to pass it on to my loved ones when I'm no longer with them. I know I'm not alone in this sentiment, either. Countless ...

As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...

Prenuptial agreements are the cornerstone of protecting family wealth. Even without a prenup, however, the structure of an estate plan can help keep wealth in the family. This article is part of "The ...

What Is an Asset Protection Trust? An asset protection trust is an irrevocable trust used to protect your assets from creditors, unjust lawsuits, and court decisions. Typically, they are funded with ...

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 ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. A Delaware court (by the Magistrate in Chancery) recently upheld the ...

A living trust allows you to avoid the probate process. Unlike a will, the public record doesn't include information about a living trust. Living trusts can be changed or revoked entirely while you're ...