Placing an investment account in a trust can help manage assets and streamline inheritance, but it also introduces specific ...

One of the most useful estate planning tools is a trust, which can be used to create a legacy of wealth and protecting assets. One question to consider when creating one is whether a grantor or non ...

Depending on one’s personal situation, the choice between a grantor and non-grantor trust may be difficult and confusing to understand. After reading this article, someone making this decision will ...

Trusts can be useful in estate planning for passing on assets to your heirs. A grantor retained income trust (GRIT) is a specific type of trust that allows you to transfer assets while still ...

A trust is used to control how assets transfer after death. When the grantor dies, the trust becomes an active legal entity. The trustee follows the trust terms, manages assets, distributes property ...

A grantor trust is a trust in which the creator of the trust (known as the grantor) retains authority over the trust, which makes the trust's income taxable to the person who set it up. 1. Certain ...

Trusts are described in multiple ways, including: living or testamentary, revocable or irrevocable and grantor or non-grantor. These terms are not always mutually exclusive. A trust can be living, ...

An incomplete non-grantor trust is a powerful planning tool; not just for the super wealthy, but for many people who are looking to save state and/or federal income tax. Most people associate estate ...

So, you have an irrevocable trust (or several) and you want to take a loan from the trust. While that might sound simple it really may not be as simple and you think, and you should discuss the ...

The IRS issued final regulations providing guidance on the portion of property (held in trust or otherwise) includible in a grantor’s gross estate if the grantor has retained the use of the property ...

Even the most sophisticated estate planners may be missing the point of grantor trusts. It's a risk-free, transfer-tax free, effortless wealth transfer tool that is much more powerful than most ...

Some easements will contain express language that delineates the respective rights of the grantor and grantee to make use of the easement. Other times, even absent express language, a grantor can be ...