Learn how irrevocable trusts protect assets, reduce estate taxes, and provide long-term financial control by placing wealth under the management of an independent trustee.

What Are Inter-Vivos Trusts? An inter-vivos trust, also known as a living trust, is a legal arrangement that allows an individual (the grantor) to transfer ownership of their assets to a trust managed ...

Think estate planning is only for the wealthy? Think again. In this episode of the HerMoney Podcast, Jean Chatzky sits down with elder law attorney and former NY State legislator Ann-Margaret Carrozza ...

Learning the differences between revocable and irrevocable trusts can help you strengthen your estate plans. Many, or all, of the products featured on this page are from our advertising partners who ...

What will happen to your assets when you can no longer manage them? There are many opportunities when it comes to arrangements like these, and trusts are a big part of the planning process. If chosen ...

Trusts serve a variety of tax, asset protection and estate planning purposes for families, and over the years different types of trusts have evolved to best serve families’ planning needs and ...

A charitable remainder unitrust or annuity trust could help inherited individual retirement account heirs push back the additional income and accompanying taxes; a non-grantor trust can tap into the ...

A grantor transfers a right to property by creating a trust, giving a gift or making a sale. Many, or all, of the products featured on this page are from our advertising partners who compensate us ...

Editor’s note: This is part one of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially for asset ...

This article discusses some strategies that married taxpayers can use to manage their estate tax liability by creating certain types of trusts. During the past 10 years, the federal estate tax has not ...

The end of favorable estate plan provisions of the 2017 Tax Cuts and Jobs Act may still be more than two years away, but advisors say that gives clients barely enough time to make sure their trusts ...