“Dynasty” describes a living trust that’s designed to provide for beneficiaries over multiple generations. Its goal is to shield assets from generation-skipping and estate taxation as a family’s ...

The Allworth Advice is that donor-advised funds can be a smart, tax-efficient way to manage your giving, especially if you're ...

Beverly is a writer, editor, and paralegal specializing in personal finance and tax law. She covers personal financial and legal topics, as well as tax breaks, tax preparation software, and tax law ...