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 ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The One Big Beautiful Bill Act of 2025 introduces significant changes to ...

There are 5 times you may want to name your trust as an IRA beneficiary. Is most other scenarios this could be a huge estate ...

Is it time to update your estate plan or trust?  How often should one revisit existing estate planning?  What impact will ...

The years 2025-2026 mark an inflection point for estate, gift and generation-skipping transfer (GST) planning following enactment of the One ...

Sophisticated tax planning involves using trusts and entities to better protect your assets and to minimize estate tax, income tax and taxes on capital gains. This planning often involves the use of ...

A family trust can be a powerful tool—but it’s not right for everyone.

If you don't measure your financial planning by years or even decades, but by centuries and generations, you'll want to know ...

Learning the differences between revocable and irrevocable trusts can help you strengthen your estate plans. Many, or all, of the products featured on this page are from our advertising partners who ...

Editor’s note: This is part seven of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially for ...

The One Big Beautiful Bill Act will lead to a "renaissance" of income tax planning through non-grantor trusts that can "stack" the available savings, according to two experts. In light of the law, ...

Even the most conscientious decedent can leave behind confusion, bad tax planning, missing documents, a poorly drafted trust, ...