If you’ve just inherited a windfall from a deceased relative’s trust, you’re likely wondering, “How does a beneficiary get money from a trust?” When your deceased relative created the trust, they set ...

A declaration of trust in estate planning appoints a trustee to manage and protect assets for beneficiaries. Learn about its ...

Pulling money out of a trust can feel straightforward, but the tax consequences are often anything but. Depending on how the trust is set up and what type of funds you withdraw, a distribution could ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Many estate owners are concerned about what will happen to the wealth in ...

Wealth manager explains how combining entity discounts with charitable provisions can eliminate estate tax challenges.

Should you name your living trust as the beneficiary of your life insurance policy? Is it better to name specific individuals as direct beneficiaries? This decision can have significant implications ...

Clients who want their beneficiaries to avoid probate often place assets in trust. Many CPAs are reluctant to take on being a trustee, which is a time-consuming responsibility. An alternative is to be ...

In Part I of this column, which appeared in the May 2015 issue, I provided an introduction to incentive trusts, an overview of the reasons for using an incentive trust and several examples of ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. They’re not right for every family, but there are times when a silent ...