Stock market listed fund Personal Assets Trust is an unusual investment vehicle in that its focus is on preserving the wealth of those who buy its shares. Of course, increasing the value of ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Spousal Lifetime Access Trusts (known by the acronym “SLAT”) are a very ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. A Delaware court (by the Magistrate in Chancery) recently upheld the ...

During periods of market turbulence when investors want to run for the hills, capital preservation strategies come to the fore. Two of the best-known investment trusts that invest cautiously and ...

Whether you’re creating legacy wealth or avoiding probate, a family trust can be a powerful tool—but it’s not right for everyone Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is ...