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THE LATEST

Knowledge & Insights Center

Jul 17
1 min

Fidelity: Charitable remainder trusts: Charitable giving while generating income

A charitable remainder trust (CRT) is an irrevocable trust that generates a potential income stream for you, as the donor to the CRT, or oth

Greensfelder: Consider lifetime trusts for descendants and other beneficiaries

Third-Party

Jul 17
1 min

Greensfelder: Consider lifetime trusts for descendants and other beneficiaries

In many cases, determining the beneficiaries of your estate plan is simple. If your spouse survives you, your assets go to your spouse.

Third-Party

Jul 17
1 min

Oshins: Dynasty Trusts

The Nevada 365-Year Dynasty Trust: Estate Tax Savings, Creditor and Divorce Protection by Steve Oshins

Mike Olivia

Jul 9
1 min

Estate Planning Considerations

Estate Planning Considerations: an introductory resource to wills and trusts

Estate Planning: Understanding Charitable Remainder Trusts

Third-Party

Jul 1
1 min

Estate Planning: Understanding Charitable Remainder Trusts

How to Secure a Lifetime Income, Save Taxes & Benefit a Charity Since 1969, countless families have used charitable remainder trusts (CRTs)

The Balance: Protection for Beneficiaries Using Discretionary Lifetime Trusts

Third-Party

Jun 28
1 min

The Balance: Protection for Beneficiaries Using Discretionary Lifetime Trusts

A discretionary lifetime trust provides asset protection by creating a legal barrier between the property it holds and a beneficiary's credi

Third-Party

May 5
1 min

Denha & Associates: The Hybrid DAPT

A primary estate planning goal for most people is to hold on to as much of their wealth as possible to pass on to their children and other l

Alliance Trust Company: Nevada Incomplete Non-Grantor Trust

Third-Party

Jan 7
1 min

Alliance Trust Company: Nevada Incomplete Non-Grantor Trust

Nevada is known for having favorable asset protection laws, which attracts wealthy families from all over the world who are always looking f

Financial Poise: Eliminating State Income Taxes With a NING Trust

Third-Party

May 2, 2019
1 min

Financial Poise: Eliminating State Income Taxes With a NING Trust

How Non-Grantor Trusts Help Protect Your Assets from State Income Tax

Inheritance Equalization: Distributing Assets Fairly and Equitably

Third-Party

May 1, 2019
1 min

Inheritance Equalization: Distributing Assets Fairly and Equitably

When Creating Your Estate Plan…you may find you have assets that are illiquid or aren’t easily divided among your heirs.

Estate Planning: The Spousal Lifetime Access Trust

Third-Party

Apr 2, 2019
1 min

Estate Planning: The Spousal Lifetime Access Trust

If You Have Significant Assets… and need to create a tax-efficient approach for transferring wealth, life insurance may enable you to leave

Advanced Planning: The benefits of a Note Sale to an Intentionally Defective Grantor Trust

Third-Party

Aug 1, 2018
1 min

Advanced Planning: The benefits of a Note Sale to an Intentionally Defective Grantor Trust

If you have a large asset… you’d like to transfer out of your estate, minimizing estate taxes may be a top priority for you.

CNBC: How to set up a special needs trust

Third-Party

Oct 25, 2017
1 min

CNBC: How to set up a special needs trust

Families that include someone with a disability qualifying for government benefits may want to look into setting up a special needs trust.

Planned Giving Design Center: IRAs and Qualified Retirement Plans

Third-Party

Sep 16, 2012
1 min

Planned Giving Design Center: IRAs and Qualified Retirement Plans

Qualified retirement plans and individual retirement accounts are trusts or custodial accounts that hold a person's tax deferred retirement

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