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 ...

Kristina Byas is contributor at Investopedia. As a personal finance expert, she has lent her insights and knowledge to numerous financial publications. Her articles have helped readers navigate the ...

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 ...

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 ...

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.

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.

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 ...

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 ...

A recent Tax Court case, Estate of Block v. Commissioner, T.C.M. (RIA) 2023-030 (T.C. 2023), examined whether a Connecticut estate could claim a charitable deduction under Internal Revenue Code ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. The One Big Beautiful Bill Act (OBBBA) is now law. One of the myriads ...