IRS will start accepting tax returns on Jan. 26. Use direct deposit for refunds and the "Where's My Refund" tool to track it, ...

Learn about the ongoing multi-trillion dollar U.S. wealth transfer and how you as a benefactor or heir can make the most of it through estate planning.

When you think of trust funds, you probably think of super wealthy people providing their kids with access to huge amounts of money. However, trust funds aren't meant only for the rich. You can ...

Over the next couple of decades, an estimated $90 trillion in assets will be passed down from the Silent Generation and baby boomers to their Gen X and millennial heirs. But this so-called Great ...

GeekWire chronicles the Pacific Northwest startup scene. Sign up for our weekly startup newsletter, and check out the GeekWire funding tracker and VC directory. by Taylor Soper on Nov 11, 2025 at 8:38 ...

Former Texas Secretary of State Hope Andrade has been named president and CEO of the Alamo Trust, one day after Lt. Gov. Dan Patrick called for the resignation of Kate Rogers from the post. Rogers ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. The recent deaths of actor Gene Hackman and his wife Betsy Arakawa ...

When the Federal Reserve cuts interest rates, the effects ripple far beyond Wall Street. From past rate-cutting cycles, we’ve learned that income-focused trusts can struggle when interest rates are ...

I have inherited a portion of a generation-skipping trust. My portion should amount to $30,000. The question is whether to take the cash or leave it to be managed by the bank. I have a moderate income ...

The AICPA recommended in a letter that the IRS improve several tax forms used by estates and trusts, in keeping with an executive order mandating that federal tax payments and refunds be processed ...