Many of us give lots of thought to the trusts that we create for our loved ones. We consider the tax efficiency involved in creating and funding these trusts. We also craft, with painstaking detail, ...

A trustee is responsible for managing and distributing the assets held in a trust. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take ...

Royce Ramey, CFA, is co-CEO of Versant Capital Management, a multifamily office in Dallas and Phoenix serving ultra-high-net-worth families. Trusts are a powerful tool for families to transfer their ...

Most of my clients have given great thought to protecting their assets and preserving their accomplishments for the benefit of their loved ones. Whether they have nurtured a successful enterprise, are ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. So, Aunt Jane just asked you to be the trustee of her trust. You were ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Suzanne is a content marketer, writer, and ...

Paid non-client promotion: Affiliate links for the products on this page are from partners that compensate us (see our advertiser disclosure with our list of partners for more details). However, our ...

Justin Biggs is scrambling to control the damage from the revelations he misused taxpayer dollars for his personal benefit, announcing May 13 he had paid Knox County $3,500 to reimburse the expenses ...