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 ...

Think estate planning is only for the wealthy? Think again. In this episode of the HerMoney Podcast, Jean Chatzky sits down with elder law attorney and former NY State legislator Ann-Margaret Carrozza ...

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

Learning the differences between revocable and irrevocable trusts can help you strengthen your estate plans. Many, or all, of the products featured on this page are from our advertising partners who ...

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 ...

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 ...

The session “It’s 10 PM, Do You Know Where Your Trust Is Sited?” at the 2026 Heckerling Institute on Estate Planning detailed ...

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 ...

The real edge in wealth management doesn’t come from trying to outsmart markets, but from coordinating sound advice and ...

The end of favorable estate plan provisions of the 2017 Tax Cuts and Jobs Act may still be more than two years away, but advisors say that gives clients barely enough time to make sure their trusts ...