The end of the "stretch" strategy, possible sunset of the Tax Cuts and Jobs Act and opportunities for qualified small business stock offer investors potential savings through trust strategies. A ...

When you hear the word “trust” in financial or business terms, you probably think of either Teddy Roosevelt or rich kids who drive Range Rovers in high school. The truth, however, is that trusts ...

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 ...

Yes, a properly set up and funded trust can avoid probate. When assets are placed into a trust, they are legally owned by the trust, not the individual. Therefore, upon the individual's death, these ...

Advertising disclosure: When you use our links to explore or buy products we may earn a fee, but that in no way affects our editorial independence. People use life insurance trusts to avoid estate ...

The Internal Revenue Service has provided a safe harbor for certain kinds of trusts enabling them to stake their digital assets without jeopardizing their tax status as investment trusts and grantor ...