Here’s what a revocable trust is and how it works and may benefit you. A revocable trust is a legal entity that can own, buy, sell, hold, and manage assets according to a specific set of ...
skynesher / Getty Images A gift in trust is an indirect way to give assets to a beneficiary. A gift in trust is a special legal and fiduciary arrangement that allows for an indirect bequest of ...
A will is the most common way, but it's not the only option. There's also a living trust. A living trust has many benefits but isn't ideal for everyone. Is it the right option for you? Let's take ...
See below for links to the other articles in the series. An irrevocable trust agreement must be designed, drafted and implemented to deal with two primary categories of taxes: 1) transfer taxes ...
A trust is a powerful estate planning tool, providing for the management and protection of your assets. Trusts come in many flavors or types depending upon the client’s goals and needs.