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

Learn how irrevocable trusts protect assets, reduce estate taxes, and provide long-term financial control by placing wealth under the management of an independent trustee.

For many years, certain trusts have proven exceptionally effective for wealthy individuals and to transfer some of their assets to the next ...

Depending on one’s personal situation, the choice between a grantor and non-grantor trust may be difficult and confusing to understand. After reading this article, someone making this decision will ...

Trusts can be useful in estate planning for passing on assets to your heirs. A grantor retained income trust (GRIT) is a specific type of trust that allows you to transfer assets while still ...

Placing a home into a trust can be an effective way to simplify estate planning, avoid probate and allow a smoother transfer ...

Even the most sophisticated estate planners may be missing the point of grantor trusts. It's a risk-free, transfer-tax free, effortless wealth transfer tool that is much more powerful than most ...

An incomplete non-grantor trust is a powerful planning tool; not just for the super wealthy, but for many people who are looking to save state and/or federal income tax. Most people associate estate ...

Grantors are people or organizations who transfer ownership of their assets to grantees. Many, or all, of the products featured on this page are from our advertising partners who compensate us when ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. To understand the use of a tax reimbursement clause you need to first ...

As a trust and estates and tax attorney, I am frequently asked by clients (and colleagues) if there are options to reduce the ...