Consider ease of set-up, ability to modify, asset protection, and tax benefits Reviewed by Anthony Battle Fact checked by ...

A grantor trust is trust where the grantor, or in some cases another person, is treated as the owner of the trust for federal income tax purposes. Items of income, deduction and credits of a grantor ...

A trust can be a valuable way to protect your estate, but there are many considerations to make when choosing the right type of trust for your needs. For example, does a revocable trust become ...

An irrevocable trust is one of the most indispensable estate planning tools. It can be used to access certain government benefits, minimize estate taxes, and protect assets within the trust.

n tumultuous economic times, intentionally defective irrevocable trusts (IDITs) offer taxpayers a powerful triple play: an estate-freeze and wealth-transfer technique, as well as an estate planning ...

Estate tax planners have long employed intentionally defective grantor trusts to freeze the value of an asset for estate tax purposes while transferring assets out of the estate free of gift tax. An ...

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 ...

For clients waiting to see if Congress will extend or cut the lifetime gift and estate tax exclusion next year, setting up an irrevocable trust now can be a base-covering estate planning option. Katie ...