Learn how irrevocable trusts protect assets, reduce estate taxes, and provide long-term financial control by placing wealth ...

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 ...

Discover how a marital trust can offer tax benefits, avoid probate, and ensure asset distribution to a surviving spouse or ...

A trust is used to control how assets transfer after death. When the grantor dies, the trust becomes an active legal entity.

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 ...

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 ...

Having an estate plan in place can offer reassurance that your assets will be managed according to your wishes, both during your lifetime and after you pass away. While many people think of wills as ...