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

Dynasty trusts let you pass wealth through multiple generations in a tax-savvy way. Let's discuss how they work, the tax ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. They’re not right for every family, but there are times when a silent ...

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 ...

Investment trusts are “hard to explain”, said advisers who were asked what the main reason was for not recommending them to clients. According to the latest FTAdviser Talking Point poll, which asked ...