Receiving an inheritance from a loved one is a great honor. Depending on what you receive, an inheritance has the potential to change your life. However, if it’s not managed properly, you could risk ...

Dear Quentin, I have inherited a portion of a generation-skipping trust. My portion should amount to $30,000. The question is ...

Therefore, with careful planning, you can prevent the emotional and even family-destroying fights that can happen with some ...

One of the main reasons I work hard and try to generate wealth is to be able to pass it on to my loved ones when I'm no longer with them. I know I'm not alone in this sentiment, either. Countless ...

A Beneficiary Defective Inheritor’s Trust, also known as a “BDIT,” is a specific type of estate planning trust. The purpose is to allow an individual who has a federal estate tax problem to maintain ...

Putting assets into trust can offer many benefits, for example to reduce your inheritance tax bill or to create a legacy for loved ones.

Writer Kelly Burch was always too embarrassed to ask if she needed a trust for her kids since she's not super wealthy.

Many people hope to eventually pass an inheritance on to their loved ones. There's something about being able to provide for those you care about, even after passing away, that can provide a bit of ...

A living trust allows you to avoid probate, which can be lengthy and expensive. Details of a will are part of the public record, while a living trust offers privacy. A living trust is also known as a ...

It can be helpful for a real estate portfolio. It can help avoid delays in passing assets down. It can be a means of securing your family's privacy. This article is intended for educational purposes ...