Trustee

A fiduciary relationship in which one party, known as a trustor, gives another party, the trustee, the right to hold title to property or assets for the benefit of a third party, the ...

A financial institution with trust powers, such as a commercial bank or trust company, that is given fiduciary powers by a bond issuer to enforce the terms of a bond indenture. An ...

A basic trust in which the beneficiary has the absolute right to the capital and assets within the trust, as well as the income generated from these assets. Bare trusts are widely used ...

A trust whereby provisions can be altered or canceled dependent on the grantor. During the life of the trust, income earned is distributed to the grantor, and only after death does ...

A type of trust that allows a married investor to avoid estate taxes when passing assets on to heirs. The trust is structured so that upon the death of the investor, the assets specified ...

A trust fund established by an employer on behalf of its empoyees, in which the company is the grantor and its employees are the beneficiaries. The person responsible for managing the ...

A provision within a life insurance agreement that allows the trustee of the policy to spread the death benefit around to the beneficiaries at his or her discretion. The sprinkling ...

This arrangement allows you to have more control over your estate - both before and after your death.

Money can be a powerful motivator - why not use it to teach your heirs positive lessons?

Learn about a strategy that could help you reduce taxes, diversify your portfolio and generate income.

Decrease the value of your taxable estate and prevent the tax man from getting you one last time.