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.

Trusts are estate-planning tools, and like other estate-planning structures (like foundations or life insurance), a trust's structure will determine how assets are controlled, whether they're ...

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

Are you thinking about including a Trust in your Estate Plan? Indeed, it is a wise decision. Other WRAL Top Stories Even if you’ve already started planning or have a Will in place, Trusts can provide ...

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 ...

Trusts can be used to achieve a number of estate planning objectives if used appropriately and in the correct circumstances. Whether a trust should form part of your estate plan depends on a number of ...

I wish to set up a trust for my two grandchildren but am not sure which type of trust to use. Could you please explain to me in simple terms the main types of trusts that I could consider and in what ...

As the previous post noted, when determining if a trust or an estate should be considered as materially participating for Code Sec. 1411 purposes, the IRS’s position is that the only party whose ...