Real estate investors, especially small-time players with one or two rental properties, may have more exit options available to them with a little research or a few conversations with a real estate ...
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.
Dear Liz: My husband and I are in our 60s and have two grown children. There are no grandchildren, and it’s not looking like there will be any. Sadly, our children do not share our values. We don’t ...
Estate planning is complicated and there are many ways you can protect your assets after your death. One way is to establish a life estate for the person you want to live there for their lifetime. A ...
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Trustees have a duty to diversify charitable remainder trust (CRT) investments. Let’s look at the diversification of investment rules applicable to all trusts and then home in on cases involving CRTs.
Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Historically low interest rates can generate historic tax benefits. At ...
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 ...
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