KEY ROLES
Trustor
A person or institution that conveys ownership of a property or creates a trust; a.k.a. creator/grantor/settlor.
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Company
KEY ROLES
A person or institution that conveys ownership of a property or creates a trust; a.k.a. creator/grantor/settlor.
Estate & Gift Tax Exemption
Under the current administration, an individual can leave up to $11.58M to heirs without incurring federal estate tax, a married couple can leave up to $23.16M.
Estate Planning
The management of how assets will be transferred to beneficiaries when an individual passes away.
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