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 ...

A trust can be a useful estate planning tool, in addition to a will. You can use a trust to remove assets from probate, ...

Gone are the days when retirement meant just relaxing on a beach or spending endless hours on a golf course. Nowadays, many retirees are looking to contribute positively and find meaning by supporting ...

For clients with highly appreciated assets aiming to transfer part of their holdings to an heir in a tax-efficient way while giving to a nonprofit, charitable remainder trusts could be a fit.

Both transfer an estate to heirs, but only a trust can skip probate court Matthew Jarrell is the founder of DocSpot Financial. He has 5+ years of experience creating investment, tax, and estate ...

Investors, business owners and real estate holders today face a critical dilemma when exiting highly appreciated assets: how to manage capital gains tax, retain income and preserve generational wealth ...

Charitable remainder trusts (CRTs) remain a key strategy in philanthropic and tax planning, particularly for clients facing significant liquidity events or seeking to diversify highly appreciated, low ...

In Private Letter Ruling 202535005 (Aug. 29, 2025), the Internal Revenue Service ruled that two charitable trusts created from the allocation of assets of a private foundation (PF) wouldn’t be treated ...

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 ...