Trust Income Tax Rules
July 3, 2025
Trust Income Tax Rules When using a trust as part of your estate plan, understanding how income from trusts is taxed is essential. The tax treatment depends on the type of trust—whether it is a grantor trust or a nongrantor
Life Events That Impact Your Estate Plan Your estate plan is designed to reflect your wishes and protect your loved ones, but it’s not a one-and-done process. Major life events—like marriage, divorce, the birth of a...
What Is Trust Funding —and How Do You Do It?
July 1, 2025
When clients create a trust as part of their estate plan, they often think the hard part is done. The documents are signed, notarized, and stored safely. However, without proper trust funding, even the most carefully drafted
When planning your estate, an irrevocable trust can offer powerful benefits—from asset protection to tax savings. But what happens if circumstances change and you want to modify the trust’s beneficiaries? It’s a...