Q: If I create a revocable trust and put my financial assets in it, do I have to file a separate income tax return for the trust? Do I have to include my house and my auto in the trust? A: Some ...

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

When crafting an individual estate plan, you should consider whether a Revocable Trust is right for you. Below is an analysis of an artificial fact pattern and the estate plan I would recommend based ...

The benefits of a Revocable Trust are three-fold. Firstly, assuming that the Revocable Trust is properly funded with all of a person’s assets, a Revocable Trust helps avoid a state’s probate procedure ...

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

Trusts can be a great tool to simplify the process of moving assets between generations, helping avoid some of the costs and delays associated with the process. Revocable trusts are a useful solution ...

While both types of trusts have similar benefits like avoiding probate and reducing tax burdens, these trusts have nuances that must be seriously considered, as these can impact investors’ financial ...

More families are setting up trusts to avoid paying inheritance tax, figures from HMRC suggest.

Family offices are rethinking wealth preservation and growth, and many of the clients I work with want to move toward a more ...

Q: I’m 67, retired with a home, cars, pension, Social Security, 401(k), Roth IRA, no children, no wife and no debt. My assets will be distributed mostly to charities, with some cash passing to family ...