So the moral of this tax tale is that you have to be careful about making sure you file the right tax form to get what you want. We’ll elaborate a bit on the key point in the case to provide more ...

Question: I understand that when you set up a trust, the assets that are in the name of the trust are protected from lawsuits and creditors. If this is so, it seems like that in today’s litigious ...

One of the easiest ways to earn an income from property is to invest in real estate investment trusts (Reits). In their simplest form, these vehicles are investment companies specialising in buying, ...

Delegated trusts are legal arrangements that allow a third party, known as the trustee, to hold and manage assets on behalf of the grantor (the person who creates the trust) for the benefit of one or ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. A Delaware court (by the Magistrate in Chancery) recently upheld the ...

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Often, annuities and trusts are the best way to save for retirement and leave a legacy for your loved ones. However, when combined into what’s known as an annuity trust, they can provide powerful ...

Please provide your email address to receive an email when new articles are posted on . Physicians interested in estate or asset protection planning inevitably inquire about the use of trusts.