Dear Readers, When we launched STAT more than a decade ago, our mission statement promised that we would deliver "trusted, ...

Trust word written on wooden block. Building trust business concept. The recent Chief Counsel's Memorandum 202352018, issued by the IRS, has brought about a significant change in the treatment of ...

A generation-skipping trust (GST) is a legally binding agreement in which assets are passed down to the grantor’s ...

In addition to their concerns about low and declining levels of trust in government, many Americans are anxious about the level of confidence citizens have in each other. Fully 71% think interpersonal ...

It’s often said—and rightly so—that trust is earned when actions meet words. That simple formula is painfully obvious when political “leaders” try to camoflague their incompetence and/or duplicity ...

A living trust is a legal arrangement where a trustor (whoever creates the trust) places assets -- whether money, investments, real estate, or whatever -- in a trust to be managed by a trustee for ...

Trust is built and maintained by many small actions over time. Trust is not a matter of technique, tricks, or tools but of character. We are trusted because of our way of being, not because of our ...

As the owner of a small business, you may encounter a trust agreement, or instrument, that includes the term "UDT" or, more commonly, "U/D/T." A trust is a legal arrangement in which a person controls ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Chip Stapleton is a Series 7 and Series 66 license holder, CFA Level 1 exam holder, and ...