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2. Revocable trust vs. irrevocable trust: key differences - AOL

   www.aol.com/finance/revocable-trust-vs...

   Trusts are a popular estate-planning tool for simplifying the transfer of assets between generations, and two of the most popular types are revocable trusts and irrevocable trusts.

3. How Long Will My 401(k) Rollover Take?

   www.aol.com/long-401-k-rollover-150846852.html

   Trustee-to-trustee transfer: A trustee-to-trustee transfer involves moving funds from your old 401(k) to your new IRA. Similar to a direct rollover, this transfer method is generally efficient ...

4. Trustor vs. Trustee: What’s the Difference? - AOL

   www.aol.com/news/trustor-vs-trustee-difference...

   Trusts are a useful tool for financial and estate planning, allowing a family to set assets aside to be passed on when someone dies. They can also help your family potentially avoid the headaches ...

5. Nominee trust - Wikipedia

   en.wikipedia.org/wiki/Nominee_trust

   A nominee trust is a legal arrangement whereby a person, termed the settlor, appoints another person, termed the "nominee" or "trustee", to be the owner of the legal title to some property. [1] Although the legal title is transferred to the nominee, the beneficial ownership of the property is transferred to a third person, termed the beneficiary .

6. Estate planning - Wikipedia

   en.wikipedia.org/wiki/Estate_planning

   Estate planning is the process of anticipating and arranging for the management and disposal of a person's estate during the person's life in preparation for future incapacity or death. The planning includes the bequest of assets to heirs, loved ones, and/or charity, and may include minimizing gift, estate, and generation-skipping transfer taxes.

7. Settlor - Wikipedia

   en.wikipedia.org/wiki/Settlor

   The settlor may also be the trustee of the trust (where he declares that he holds his own property on trusts) or a third party may be the trustee (where he transfers the property to the trustee on trusts). In the common law of England and Wales, it has been held, controversially, that where a trustee declares an intention to transfer trust ...

8. Rollover vs. Conversion: Which Retirement Move Is Best For Me?

   www.aol.com/consider-weighing-rollover-vs...

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9. 60-day rollover rule: What retirement investors need to know

   www.aol.com/finance/60-day-rollover-rule...

   The 60-day rollover rule is one of the many traps that lie in wait for investors rolling over a retirement account such as a 401(k) or IRA. You have to follow the rules exactly, or you could end ...