Do I need a separate tax return for my revocable trust?

A: Some lawyers recommend that you use your Social Security number for a revocable trust, while other lawyers suggest that ...
SmartAsset on MSN

Grantor vs. Non-Grantor Trust: Key Differences

The key difference between a grantor trust and a non-grantor trust is how taxes are handled. In a grantor trust, the person ...
SmartAsset on MSN

New IRS Rules Could Change How You Use an Irrevocable Trust to Leave Assets to Heirs

Managing your taxes can be one of the most complex aspects of estate planning and a new IRS rule change continues that trend.
JD Supra

Select Federal Caselaw Updates - 2025 Year-End Estate Planning Advisory

Below are key federal caselaw developments from 2025 with practical implications for private wealth clients, along with planning insights ...

The Savings Game: When to consider naming a trust as IRA beneficiary

Readers of my column know I emphasize the importance of naming beneficiaries for every IRA account. Many ask under what ...
Nevada Appeal

Kelly Bullis: Tax filing matters when somebody has died

Sadly, death happens to all of us eventually. Having a good estate plan in place is a loving thing to do for your surviving family members. That should include a will, a trust, and a power of attorney ...