For clients with highly appreciated assets aiming to transfer part of their holdings to an heir in a tax-efficient way while giving to a nonprofit, charitable remainder trusts could be a fit.

While the value of your home is unusual, the idea of transferring a home to children in trust is not. Doing so can offer them divorce, creditor and tax protections as well as provide a mechanism for ...

Dear Liz: My husband and I are in our 60s and have two grown children. There are no grandchildren, and it’s not looking like there will be any. Sadly, our children do not share our values. We don’t ...

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