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 ...

Revocable trusts offer flexibility, allowing changes at any time, but do not protect from creditors or taxes. Irrevocable trusts lock in decisions and shield assets from lawsuits and estate taxes, but ...

Will Kenton is an expert on the economy and investing laws and regulations. He previously held senior editorial roles at Investopedia and Kapitall Wire and holds a MA in Economics from The New School ...

A deferred sales trust (DST) is an advanced tax strategy that allows investors to delay capital gains taxes on the sale of assets that have significantly risen in value, such as real estate or ...

Irrevocable trusts have many benefits and limitations. Learn more about whether an irrevocable trust works for you. Many, or all, of the products featured on this page are from our advertising ...

Editor’s note: This is part 16 — and the final article — of a series about the fundamental principles of using trusts and ...

You can create a spendthrift trust with estate planning software, but using an advisor or attorney might be safer. Many, or all, of the products featured on this page are from our advertising partners ...