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 ...

Depending on one’s personal situation, the choice between a grantor and non-grantor trust may be difficult and confusing to understand. After reading this article, someone making this decision will ...

The distinction between a grantor and a grantee in real estate lies in the transfer of property rights. The grantor is the party who transfers the property, while the grantee is the recipient of these ...

Both grantor and grantee can come with a variety of meanings, depending on the context. When it comes to the world of real estate transactions, the terms can apply to a few different situations.

Typically, a trust must file a separate income tax return for each calendar year. However, for most grantor trusts, filing a separate tax return is optional. The general rule and the alternative ...

A trust is used to control how assets transfer after death. When the grantor dies, the trust becomes an active legal entity.

A grantor retained annuity trust, or GRAT, can help you transfer wealth to heirs while reducing your tax liability. Many, or all, of the products featured on this page are from our advertising ...

Suppose your financial objectives include income and leaving a legacy for your heirs. In that case, it’s essential to work with a financial professional familiar with your many options, including ...

Do you have assets that have dropped in value, but you expect those assets to recover over the next two or more years? Would you like to transfer some or all of that expected appreciation to your ...

June 21, 2023 - On March 30, 2023, the Internal Revenue Service issued Revenue Ruling 2023-2, which directly impacts a wide range of irrevocable trusts, including grantor retained annuity trusts, ...

While originally intended essentially to punish settlors who tried to evade income taxes by transferring assets to trusts, grantor trust planning has become an essential tool in estate planning. With ...