"Charitable Giving" sign on top of a pile of cash 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 ...

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 ...

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 ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. David Kindness is a Certified Public Accountant (CPA) and an expert in the fields of ...

Recognizing the increased financial need of charitable organizations in a post-pandemic world, as well as the possibility of a decreased federal estate tax exemption without congressional action by ...

As the year draws to a close, it's a great time to review your financial and philanthropic goals. For high-net-worth individuals, charitable trusts combine generosity with tax and estate planning.