Posts with the category ‘Trusts’


Trust Basics

By Broadridge Investor Communication Solutions, Inc. Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility–many types of trusts exist, each designed for a specific purpose. Although trust law is complex and establishing a trust requires the services of an experienced attorney, mastering the basics isn’t hard. What is a trust? A trust is… Read More


Do you need a trust?

Provided by Fidelity.com Why a trust may help you do much more than potentially reduce estate taxes. Read more here.


Using Trusts to Maximize Charitable Giving While Minimizing Estate Taxes

Prepared by Financial Planning Association The tax treatment of CRTs and CLTs is significantly different: With a CLT, the grantor cannot claim an income tax deduction and must pay a federal gift tax on the value of the contribution earmarked for noncharitable beneficiaries. However, assets pass to heirs without being subject to estate taxes. With a CRT, the grantor can claim a tax credit for a portion of each contribution, and assets pass to heirs without gift or estate taxes…. Read More


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