Charitable lead trusts help you donate to an organization while preserving the remaining inheritance for your heirs. Many, or all, of the products featured on this page are from our advertising ...

A charitable lead trust is a form of charitable trust that first distributes assets to the named charities. Once the assets have been distributed to the charities as specified in the trust, the named ...

In the intricate landscape of financial planning, a potent tool exists that combines the act of giving with the science of wealth preservation — the charitable lead annuity trust. Tailored for ...

Forbes contributors publish independent expert analyses and insights. Darren Case is an Arizona attorney covering tax and estate planning. There are many tax and estate planning transactions for ...

The Internal Revenue Service has issued two new documents that affect charities that offer charitable remainder trusts and charitable lead trusts. The first document offers guidelines for dividing a ...

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 ...

Recognizing the increased financial need of charitable organizations in a post-pandemic world, as well as the possibility of a decreased federal estate tax exemption without congressional action by ...

When the rich give to charity, they find a way to get the most bang for their buck. The Waltons, the billionaire family of Walmart heirs, have saved at least $3 billion in estate taxes, according to ...