• Education
    • General
      • Dictionary
      • Economics
      • Corporate Finance
      • Stocks
      • Mutual Funds
      • ETFs
    • Investing/Trading
      • Investing Essentials
      • Fundamental Analysis
      • Portfolio Management
      • Trading Essentials
      • Technical Analysis
      • Risk Management
  • Markets
    • News
      • Company News
      • Markets News
      • Trading News
      • Political News
      • Trends
    • Popular Stocks
      • Apple (AAPL)
      • Tesla (TSLA)
      • Amazon (AMZN)
      • AMD (AMD)
      • Facebook (FB)
      • Netflix (NFLX)
  • Simulator
    • Simulator
      • Create an Account
      • Join a Game
    • My Simulator
      • My Game
      • Create a Game
  • Your Money
    • Personal Finance
      • Wealth Management
      • Budgeting/Saving
      • Banking
      • Credit Cards
      • Home Ownership
      • Retirement Planning
      • Taxes
      • Insurance
    • Reviews & Ratings
      • 2019 Broker Awards
      • Fidelity Review
      • Interactive Brokers Review
      • Charles Schwab Review
      • TradeStation Review
      • TD Ameritrade Review
  • Advisors
    • Your Practice
      • Practice Management
      • Continuing Education
      • Financial Advisor Careers
      • Investopedia 100
    • Wealth Management
      • Portfolio Construction
      • Financial Planning
  • Academy
    • Popular Courses
      • Investing for Beginners
      • Become a Day Trader
      • Trading for Beginners
      • Technical Analysis
    • Courses by Topic
      • All Courses
      • Trading Courses
      • Investing Courses
      • Financial Professional Courses
  • Login
  • Newsletters
Wealth
  • Trust & Estate Planning
  • Philanthropy
  • Wealth Management
  • Lifestyle Advice
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

  • 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

  • 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

  • Trust Receipt Definition

  • Credit Shelter Trust (CST) Definition

  • 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

  • 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)
  • Terms
  • News
  • Tutorials
  • About Us
  • Advertise
  • Contact
  • Privacy Policy
  • Terms of Use
  • Careers
  • #
  • A
  • B
  • C
  • D
  • E
  • F
  • G
  • H
  • I
  • J
  • K
  • L
  • M
  • N
  • O
  • P
  • Q
  • R
  • S
  • T
  • U
  • V
  • W
  • X
  • Y
  • Z
Investopedia is part of the Dotdash publishing family.
  • The Balance
  • Lifewire
  • TripSavvy
  • The Spruce
  • and more