Trust & Estate Planning
Map out your family's future and leave a legacy with well-drawn wills, the right types of types of trusts, careful estate planning, and tax strategies.
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Irrevocable Trust
An irrevocable trust cannot be modified, amended or terminated without the permission of the grantor's named beneficiary or beneficiaries.
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Endowment Fund Definition
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Endowment Definition
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Grantor Trust Rules Definition
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Grantor Retained Annuity Trust (GRAT) Definition
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High-Net-Worth Individual (HNWI) Definition
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Inter-Vivos Trust Definition
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Pari-passu
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Step-Up in Basis Definition
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Trustee Definition
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Uniform Transfers to Minors Act (UTMA) Definition
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Should You Set up a Revocable Living Trust?
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Trust Company Definition
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Unit Trust (UT) Definition
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Naming a Trust as Beneficiary of a Retirement Account: Pros and Cons
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A-B Trust Definition
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Bare Trust Definition
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Collective Investment Fund (CIF) Definition
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Dynasty Trust Definition
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Intentionally Defective Grantor Trust (IDGT)
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Living Trust Definition
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Special Power of Attorney Definition
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Trust Receipt Definition
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Credit Shelter Trust (CST) Definition
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Reverse Morris Trust Definition
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Trust Definition
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What Does a "5 by 5 Power" in a Trust Document Mean?
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Per Stirpes Definition
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Cy Pres Doctrine Definition
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What Is a Trust Checking Account?
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Everything You Need to Know About Trust Funds in Canada
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A bankruptcy trustee represents the debtor's estate
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Estate Tax
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How to Establish a Blind Trust
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Defalcation Definition
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How do university endowments work?
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How to Set Up a Trust Fund in Australia
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Designating a Trust as a Retirement Beneficiary
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Ultra-High Net-Worth Individual (UHNWI)
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Distributable Net Income (DNI)
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Revocable Trust
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What to do when you're left out of a will
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Generation-Skipping Trust
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Qualified Terminable Interest Property (QTIP) Trust Definition
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Power of Attorney: When You Need One
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Trust Property
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Qualifying Domestic Trust (QDOT)
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Do beneficiaries of a trust pay taxes?
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Life Estate vs. Irrevocable Trust: What's the Difference?
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When Is It a Good Idea to Use ILIT Trust?
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Inter Vivos Trust vs Testamentary Trust: What is the Difference?
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How To Invest Like An Endowment
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Charitable Remainder Trust
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What happens when a will and a revocable trust conflict?
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Testamentary Trust
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Pick the Perfect Trust
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Last Will And Testament
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Account in Trust
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Understanding How Top Trust Companies Operate
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Declaration Of Trust
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Resolution Trust Corporation (RTC)
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