In the intricate landscape of financial planning, a potent tool exists that combines the act of giving with the science of wealth preservation — the charitable lead annuity trust. Tailored for ...

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 ...

A charitable lead trust is a form of charitable trust that first distributes assets to the named charities. Once the assets have been distributed to the charities as specified in the trust, the named ...

Forbes contributors publish independent expert analyses and insights. Darren Case is an Arizona attorney covering tax and estate planning. There are many tax and estate planning transactions for ...

When the rich give to charity, they find a way to get the most bang for their buck. The Waltons, the billionaire family of Walmart heirs, have saved at least $3 billion in estate taxes, according to ...

The Internal Revenue Service has issued two new documents that affect charities that offer charitable remainder trusts and charitable lead trusts. The first document offers guidelines for dividing a ...

Phil and Alicia had a successful business developing both residential and commercial real estate. They realized that their assets provided more income than they need for their family’s current living ...