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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
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Estate Planning
What Happens to Your Bank Account After Death?
After death, your bank account may not go directly to your heirs. Learn how to set things up so that it does.
  • Online Will Makers
    The 6 Best Online Will Makers of 2022
  • Irrevocable Trust Definition
  • trust fund
    Trust Fund Definition
  • Cropped hand holding a pen signing an official document
    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
  • Inter-Vivos Trust Definition
  • Pari-Passu
  • Beautiful luxury home exterior at twilight
    Step-Up in Basis Definition
  • Business People Shaking Hands in Office
    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
  • Lawyer Explaining Will
    Naming a Trust as Beneficiary of a Retirement Account: Pros and Cons
  • A-B Trust Definition
  • Bare Trust Definition
  • Retirement
    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
  • Power of attorney form and hand with pen
    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 (RMT) Definition
  • Trust Definition
  • 5 by 5 Power Definition
  • 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
  • Magnifying glass on newspaper showing word "bankruptcy"
    Bankruptcy Trustee Definition
  • Estate Tax Definition
  • Businessman shakes hand of businesswoman.
    How to Establish a Blind Trust
  • Defalcation Definition
  • How Do University Endowments Work?
  • Sydney, Australia with Harbor Bridge at sunset
    How to Set Up a Trust Fund in Australia
  • Designating a Trust as a Retirement Beneficiary
  • Distributable Net Income (DNI) Definition
  • Revocable Trust Definition
  • Signing Will
    What to Do When You're Left Out of a Will
  • Generation-Skipping Trust—GST 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 Advisor 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 Definition
  • 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 Definition
  • Federal Financial Meeting
    Resolution Trust Corporation (RTC)
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