Think estate planning is only for the wealthy? Think again. In this episode of the HerMoney Podcast, Jean Chatzky sits down with elder law attorney and former NY State legislator Ann-Margaret Carrozza ...

Forbes contributors publish independent expert analyses and insights. I strive to alleviate stress by analyzing and clarifying the tax code. Feb 04, 2025, 05:00am EST Feb 04, 2025, 12:02pm EST ...

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 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 ...

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 ...

There are different types of trusts that can be used to achieve specific estate planning and wealth preservation goals. Irrevocable trusts can be used to protect assets from creditors and to minimize ...

Dealing with the loss of a loved one is emotionally taxing, and the burden is often exacerbated by the intricate legal processes involved in settling the estate. This task can be particularly ...

Editor’s note: This is part three 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 ...