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Wealth Trust & Estate Planning

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.

Wealth
  • Trust & Estate Planning
  • Philanthropy
  • Wealth Management
  • Lifestyle Advice

Irrevocable Trust

An irrevocable trust cannot be modified, amended or terminated without the permission of the grantor's named beneficiary or beneficiaries.
  • trust fund

    Trust Fund Definition

  • Will vs. Trust: What's the Difference?

  • Revocable Trust vs. Irrevocable Trust: What's the Difference?

  • Endowment Fund Definition

  • Endowment Definition

  • Grantor Trust Rules Definition

  • Grantor Retained Annuity Trust (GRAT) Definition
  • Elegant woman looking out of a car window

    High-Net-Worth Individual (HNWI) Definition

  • Inter-Vivos Trust Definition

  • Pari-passu
  • Beautiful luxury home exterior at twilight

    Step-Up in Basis Definition

  • Trustee Definition
  • Ideas make changes. Edison Light bulb on the sky

    Uniform Transfers to Minors Act (UTMA) Definition
  • A family talking with an accountant sitting at the table.

    Should You Set up a Revocable Living Trust?

  • Trust Company Definition
  • Tablet with graphs on a table

    Unit Trust (UT) Definition

  • Naming a Trust as Beneficiary of a Retirement Account: Pros and Cons

  • A-B Trust Definition

  • Bare Trust Definition

  • Collective Investment Fund (CIF) Definition
  • Woman in Mourning Meeting with Lawyer

    Dynasty Trust Definition
  • Close up of a dollar

    Intentionally Defective Grantor Trust (IDGT)
  • Team Teamwork Join Hands Partnership Concept .

    Living Trust Definition

  • Special Power of Attorney Definition
  • Financial advisor having a meeting with clients.

    Trust Receipt Definition

  • Credit Shelter Trust (CST) Definition
  • A businessman analyzing documents using his calculator.

    Reverse Morris Trust Definition

  • Trust Definition

  • What Does a "5 by 5 Power" in a Trust Document Mean?
  • Last Will and Testament

    Per Stirpes Definition

  • Cy Pres Doctrine Definition

  • What Is a Trust Checking Account?

  • Everything You Need to Know About Trust Funds in Canada

  • A bankruptcy trustee represents the debtor's estate

  • Estate Tax Definition
  • Businessman shakes hand of businesswoman.

    How to Establish a Blind Trust

  • Defalcation Definition

  • How do university endowments work?

  • How to Set Up a Trust Fund in Australia

  • Designating a Trust as a Retirement Beneficiary
  • US-IT-lifestyle-Amazon-internet-technology-economy-computers

    Ultra-High Net-Worth Individual (UHNWI) Definition

  • Distributable Net Income (DNI)

  • Revocable Trust Definition

  • What to Do When You're Left Out of a Will

  • Generation-Skipping Trust Definition

  • Qualified Terminable Interest Property (QTIP) Trust Definition

  • Power of Attorney: When You Need One

  • Trust Property
  • Going Over a Will

    Qualified Domestic Trust (QDOT)
  • A hand holding coins and the letters TAX

    Trust Beneficiaries and Taxes

  • Life Estate vs. Irrevocable Trust: What's the Difference?

  • When Is It a Good Idea to Use ILIT Trust?

  • Inter Vivos Trust vs. Testamentary Trust

  • How To Invest Like An Endowment
  • Financial advisior having a meeting with couple

    Charitable Remainder Trust Definition

  • What happens when a will and a revocable trust conflict?
  • Pop star David Bowie created a testamentary trust in the event of his death.

    Testamentary Trust Definition

  • Pick the Perfect Trust
  • An unsigned last will and testament

    Last Will And Testament
  • Home loan / reverse mortgage or transforming assets into cash concept : House model, US dollar notes on a simple balance scale, depicts a homeowner or a borrower turns properties / residence into cash

    Account in Trust Definition

  • Understanding How Top Trust Companies Operate
  • Trust

    Declaration Of Trust
  • federal financial meeting

    Resolution Trust Corporation (RTC)
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