My clients often want to protect their legacy from their own children’s poor planning or misfortune. A trust offers protections many beneficiaries cannot obtain for themselves from creditor claims, ...

When it comes to estate planning, families often wonder whether it's better to leave behind a trust fund or a traditional ...

The key difference between a grantor trust and a non-grantor trust is how taxes are handled. In a grantor trust, the person ...

Most working Americans use an Investment Retirement Account (IRA) as their main vehicle for retirement planning. If your client also chooses an IRA to leave assets to their family, naming a trust as ...

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Business owners and families of wealth should know that a properly structured trust can be a very effective alternative to a pre-nuptial agreement. Preparing for your child's wedding should be a ...

If you’ve just inherited a windfall from a deceased relative’s trust, you’re likely wondering, “How does a beneficiary get money from a trust?” When your deceased relative created the trust, they set ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Ebony Howard is a certified public ...

Many readers ask me if there are any advantages in naming a trust as an IRA beneficiary. Although the IRS made slight improvements in the SECURE Act regulations in July, using a trust as an IRA ...

Please provide your email address to receive an email when new articles are posted on . Physicians interested in estate or asset protection planning inevitably inquire about the use of trusts.