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

Estate planning is crucial for high-net-worth (HNW) individuals who want to protect their assets and pass their legacy on to loved ones after death. HNW individuals have unique tax and non-tax estate ...

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 ...

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 ...

A trust can help minimize your taxes, protect your assets and spare your beneficiaries the hassle of probate court in the wake of your passing. A living, or revocable, trust can still have changes ...

When this series on trusts started, mention was made of the fact that there are as many types of trusts as there are trees in ...

When planning for the future, many people use trusts as a way to manage their assets, avoid probate, and protect their loved ones. But not all trusts are created equally. Determining which estate ...

Trusts are an essential financial planning tool that CPAs should consider for clients with even a modest amount of wealth. By having a thorough understanding of common uses for trusts, practitioners ...

A trust is a legal arrangement which distinguishes between the legal and beneficial ownership of property. Legal ownership is transferred to a trustee who manages and administers the property for the ...

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