Forbes contributors publish independent expert analyses and insights. I am a managing director and senior wealth strategist for CIBC Private Wealth Management. Trusts are a vital part of the wealth ...

Estate planning can feel overwhelming, but failing to plan can leave your loved ones facing a costly, time-consuming legal ...

Trusts are vehicles that can assist in the preservation of wealth and property for future generations, protect assets, or carry out a charitable purpose. A trust is an entity created and governed ...

When you hear the word “trust” in financial or business terms, you probably think of either Teddy Roosevelt or rich kids who drive Range Rovers in high school. The truth, however, is that trusts ...

Family Offices that serve high-net-worth individuals have been in recent global headlines as governments target them in an effort to tax corporate and individual gains. In December 2021, the Biden ...

Planning for the future means considering how your money, property, and belongings will be managed if you are no longer able to manage them yourself. For many people, establishing trust is an ...

In simplest terms, a trust is a set of rules that govern the ownership and use of assets. Generally, as long as a rule is lawful (i.e. not sexist or racist), that rule can be included in a trust.

Everyone has heard the terms “will” and “trust,” but not everyone knows the differences between the two. Wills and trusts are important tools of estate planning. Each has strengths and limitations.

News that Patagonia’s ownership was transferred into a perpetual purpose trust has sparked so much conversation that it even trended on Twitter. But misinformation spread along with it. Next City ...

Delaware Statutory Trusts (DSTs) offer a smart avenue for real estate investors navigating the complexities of a 1031 Exchange. When the IRS issued Revenue Ruling 2004-86(1), it allowed a properly ...