enow.com Web Search

Search results

1. Results from the WOW.Com Content Network

2. Estates and Wills: Should You Set Up a Revocable or ... - AOL

   www.aol.com/estates-wills-set-revocable...

   Upon the grantor’s death, a revocable trust becomes irrevocable and cannot be changed by the trustee or any other party. Irrevocable trusts cannot be changed easily by any party, including the ...

3. These Trusts Can Help You Avoid Estate Taxes - AOL

   www.aol.com/trusts-help-avoid-estate-taxes...

   You can mitigate that through the use of an intentionally defective grantor trust, or IDGT. This is an irrevocable trust into which you place assets, again shielding them from estate taxes.

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

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

   However, a revocable trust can provide language to create sub-trusts upon the death of a grantor (e.g. credit shelter or other irrevocable trusts) that can preserve or reduce future estate tax ...

5. Choosing Between a Revocable and Irrevocable Trust for Your ...

   www.aol.com/news/choosing-between-revocable...

   Estate planning is a crucial part of any holistic financial plan. As a financial advisor, you could direct your clients to an estate planning attorney for guidance in this area, but while ...

6. Grantor retained annuity trust - Wikipedia

   en.wikipedia.org/wiki/Grantor_retained_annuity_trust

   A grantor transfers property into an irrevocable trust in exchange for the right to receive fixed payments at least annually, based on original fair market value of the property transferred. [2] At the end of a specified time, any remaining value in the trust is passed on to a beneficiary of the trust as a gift. Beneficiaries are generally ...

7. Crummey trust - Wikipedia

   en.wikipedia.org/wiki/Crummey_trust

   A Crummey provision is typically a provision within another trust [citation needed] and ordinarily works as follows. The grantor makes a gift to an irrevocable living trust. The trust beneficiaries are notified by the trustee that they have the power to withdraw some or all of the gift to the trust for a specified time period.

8. 5 Reasons to Seriously Consider Using a Living Trust to Pass ...

   www.aol.com/5-reasons-seriously-consider-using...

   5. Distribution during the grantor's lifetime. Living trusts can also distribute assets during the grantor's lifetime. In some cases, such as the Medicaid trust, that can be for the grantor's benefit.

9. What Do My Beneficiaries Need to Know About Trusts & Money? - AOL

   www.aol.com/does-beneficiary-money-trust...

   The grantor can set up the trust, so the money distributes directly to the beneficiaries free and clear of limitations. The trustee can transfer real estate to the beneficiary by having a new deed ...