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.

Rich Americans can parlay their philanthropy into guaranteed income for life and tax savings. Charitable remainder trusts give annual payments, and whatever is left at the end goes to charity. There ...

While the value of your home is unusual, the idea of transferring a home to children in trust is not. Doing so can offer them divorce, creditor and tax protections as well as provide a mechanism for ...