Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. David Kindness is a Certified Public Accountant (CPA) and an expert in the fields of ...

Revocable trusts offer flexibility, allowing changes at any time, but do not protect from creditors or taxes. Irrevocable trusts lock in decisions and shield assets from lawsuits and estate taxes, but ...

Irrevocable trusts have many benefits and limitations. Learn more about whether an irrevocable trust works for you. Many, or all, of the products featured on this page are from our advertising ...

Will Kenton is an expert on the economy and investing laws and regulations. He previously held senior editorial roles at Investopedia and Kapitall Wire and holds a MA in Economics from The New School ...

Editor’s note: This is part 16 — and the final article — of a series about the fundamental principles of using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Many taxpayers created irrevocable trusts and transferred significant ...

A deferred sales trust (DST) is an advanced tax strategy that allows investors to delay capital gains taxes on the sale of assets that have significantly risen in value, such as real estate or ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Let’s start with a quick refresher to set the stage for an important ...