Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Khadija Khartit is a strategy, investment, and funding expert, and an educator of fintech ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The opening panel of the 60th Heckerling Institute on January 12, 2026 ...

Transferring property into a trust is an estate planning decision that can affect taxes during your lifetime and beneficiaries later. The tax treatment depends on how the trust is structured and how ...