You can use trusts to cement your legacy, organize your estate and limit your exposure to estate and gift taxes.

A trust is a legal entity set up during a grantor's lifetime to assure that their assets are held for their beneficiaries and distributed to them according to the terms they set. Once assets are ...

An irrevocable trust is created for a certain period in which assets are placed. An annuity is then paid out to the grantor each year. The beneficiary receives the assets and pays little or no ...

A trust protector is a person or entity appointed to oversee and protect a trust. The role of a trust protector is to ensure ...

This person is responsible for transferring assets into the trust, thereby creating a legal entity that holds and manages ...

When a trust is a “grantor trust” for income tax purposes, either the grantor or a beneficiary is deemed the owner of the income and losses of the trust for income tax purposes and must ...

The current Congress is mulling making major changes to grantor trust rules. These changes would likely make future grantor trusts have little or no estate or gift tax value. But most everyone ...

Essentially, your tax payments are additional, tax-free gifts to your children or other beneficiaries. And, because a grantor trust is your alter ego, you can sell it appreciated assets ...

A trust must be set up as either revocable or irrevocable and have a grantor, at least one beneficiary, and a trustee. Depending on the type of trust fund, one or more of these parties may be ...

The amount distributed to the beneficiary from a trust fund is from the current-year income first, then from the accumulated principal. Grantor trusts are trusts in which the grantor controls all ...

before funds remaining in the trust are returned to you (grantor trust) or your beneficiaries (non-grantor trust). A charitable lead trust can be established and funded either during your lifetime or ...

The DAPT does not provide direct financial access to your wealth, but the grantor (the person who created and funded the trust) may be designated as a beneficiary. Distributions to you as the ...