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 ...

Estate planning is crucial for high-net-worth (HNW) individuals who want to protect their assets and pass their legacy on to loved ones after death. HNW individuals have unique tax and non-tax estate ...

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 ...

Whether you’re creating legacy wealth or avoiding probate, a family trust can be a powerful tool—but it’s not right for everyone Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is ...

Depending on one’s personal situation, the choice between a grantor and non-grantor trust may be difficult and confusing to understand. After reading this article, someone making this decision will ...

When you buy a piece of furniture at the store or online, it doesn’t always come put together. Thus, you might have that sometimes dreaded job of figuring out the sequence to assemble the furniture in ...

Trusts are an essential financial planning tool that CPAs should consider for clients with even a modest amount of wealth. By having a thorough understanding of common uses for trusts, practitioners ...

The Trust Registration Service received a flurry of filings last January, the most recent period for which data is available.