Grantor trusts are groovy. They have so many potential benefits that they are the cornerstone of many, maybe even most estate plans. Grantor trusts let you transaction business with your trust without ...

So the moral of this tax tale is that you have to be careful about making sure you file the right tax form to get what you want. We’ll elaborate a bit on the key point in the case to provide more ...

Question: I understand that when you set up a trust, the assets that are in the name of the trust are protected from lawsuits and creditors. If this is so, it seems like that in today’s litigious ...

Delegated trusts are legal arrangements that allow a third party, known as the trustee, to hold and manage assets on behalf of the grantor (the person who creates the trust) for the benefit of one or ...

What a trust fund earns and distributes is taxed, just like earned income and capital gains from the sale of stocks and property. Read on to learn how trust funds are reported to the Internal Revenue ...

Trusts offer many significant benefits for estate planning, including asset protection and efficient wealth transfer. As the leading authority on tax management and wealth generation, Tom Wheelwright ...