You might think it’s only the elite who should bother with trust funds for their heirs, but as more families are drawn into the inheritance tax net every year, trusts are becoming increasingly useful ...

The Trust Registration Service received a flurry of filings last January, the most recent period for which data is available.

I have inherited a portion of a generation-skipping trust. My portion should amount to $30,000. The question is whether to take the cash or leave it to be managed by the bank. I have a moderate income ...

Advisers have said that clients are looking to protect their wealth and mitigate tax liabilities before changes are set to ...

Forbes contributors publish independent expert analyses and insights. Ashley L. Case, J.D., LL.M., writes about tax and estate planning. The intricacies of federal tax laws can be daunting, especially ...

While it’s not exactly fun to financially plan for dying one day, it’s better than leaving your loved ones unprotected. Whether it’s an inheritance or an estate, you want to leave them in the best ...

New limits to inheritance tax-free allowances are coming in from the Spring that affect business owners. Those looking to sell or transfer their assets into a trust before the changes need to act now ...

Inheritance tax implications As a grandparent, you can use trusts to remove assets from your estate, and therefore outside the scope of inheritance tax. When you put money into a bare trust, it counts ...