Grantor trusts are groovy. They have so many potential benefits that they are the cornerstone of many, maybe even most estate plans. Grantor trusts let you transaction business with your trust without ...

So the moral of this tax tale is that you have to be careful about making sure you file the right tax form to get what you want. We’ll elaborate a bit on the key point in the case to provide more ...

The 10-year rule, applicable to most trusts that will receive retirement benefits after passage of the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), presents a dilemma for ...