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 ...

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 ...

Learn how irrevocable trusts protect assets, reduce estate taxes, and provide long-term financial control by placing wealth under the management of an independent trustee.

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 ...

As the year draws to a close, it's a great time to review your financial and philanthropic goals. For high-net-worth individuals, charitable trusts combine generosity with tax and estate planning.

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.

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

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 ...

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 ...

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 ...