As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...

What Are Inter-Vivos Trusts? An inter-vivos trust, also known as a living trust, is a legal arrangement that allows an individual (the grantor) to transfer ownership of their assets to a trust managed ...

Education funding, the subject of Registered Rep.'s cover story this month, is only one reason to put aside funds for a child. Funds put into a minor's account of the proper type can be used not just ...

Knowing the differences between a revocable trust and an irrevocable trust can help you decide if you need one and, if you do ...

What will happen to your assets when you can no longer manage them? There are many opportunities when it comes to arrangements like these, and trusts are a big part of the planning process. If chosen ...

Setting up a trust can be an important step in estate planning, helping you manage assets, protect beneficiaries and simplify ...

A living trust, also called a revocable trust, is a widely used estate planning tool that allows individuals to manage and control their assets during their lifetime and determine how those assets ...

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 ...

This article discusses some strategies that married taxpayers can use to manage their estate tax liability by creating certain types of trusts. During the past 10 years, the federal estate tax has not ...

As an estate planning tool, the generation-skipping trust can offer investors some tax advantages and other perks. For the family that uses it, this can be a way to have the third generation inherit a ...

Editor’s note: This is part one of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially for asset ...

Placing an investment account in a trust can help manage assets and streamline inheritance, but it also introduces specific ...