Learn how irrevocable trusts protect assets, reduce estate taxes, and provide long-term financial control by placing wealth under the management of an independent trustee.

What Are Inter-Vivos Trusts? An inter-vivos trust, also known as a living trust, is a legal arrangement that allows an individual (the grantor) to transfer ownership of their assets to a trust managed ...

A trust can help minimize your taxes, protect your assets and spare your beneficiaries the hassle of probate court in the wake of your passing. A living, or revocable, trust can still have changes ...

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 ...

When you hear the word “trust” in financial or business terms, you probably think of either Teddy Roosevelt or rich kids who drive Range Rovers in high school. The truth, however, is that trusts ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Many estate owners are concerned about what will happen to the wealth in ...