The Trust Registration Service received a flurry of filings last January, the most recent period for which data is available.

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.

Understand qualified trusts, tax-advantaged plans like pensions and profit-sharing, designed to benefit both employers and ...

Family offices are rethinking wealth preservation and growth, and many of the clients I work with want to move toward a more ...

Maybe you already have an estate plan, but the past year has brought some life changes: You were elected into office or you were elected out of office; you inherited a collection of wine, guns and ...

Inheritance trusts take on critical importance in wealth management, particularly for multi-generational families. The term might come across as complex but in essence, inheritance trusts involve ...

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, ...

Irrevocable trusts have many benefits and limitations. Learn more about whether an irrevocable trust works for you. Many, or all, of the products featured on this page are from our advertising ...

Time and again, CPAs and other accounting and tax professionals are faced with the unique income tax provisions related to trusts and estates. Aside from summarizing the general rules related to the ...

Often overlooked by larger institutions, smaller investment trusts can offer investors access to high-growth micro companies.