Set Up Family Trust

FREE Online Estate Planning Software

Free Estate Planning Software

Our FREE online estate planning software is an easy, efficient, flexible, and secure method of creating your estate plan. You can see exactly what your documents will look like, if you answered all of the questions properly and no customization is needed. Then, consult with your estate planning attorney before you finalize and execute your…

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FREE Online Estate Planning Software

Free Estate Planning Software

Our FREE online estate planning software is an easy, efficient, flexible, and secure method of creating your estate plan. You can see exactly what your documents will look like, if you answered all of the questions properly and no customization is needed. Then, consult with your estate planning attorney before you finalize and execute your…

Read More

How To Choose A Good Trustee

How To Choose A Good Trustee

What should you look for when deciding on a trustee of a family trust? How do you decide on a trustee? Is it best to choose an impartial professional or agency as an estate trustee? (Yes, under most circumstances.) Filling the very important position of estate trustee requires careful consideration of these trustee ranking areas:…

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W-9 Form To Apply For A Taxpayer Identification Number (TIN)

Taxpayer Identification Number Requirement

To help you set-up an irrevocable family trust, here are a few IRS links for information about acquiring a Taxpayer Identification Number (TIN) and for downloading the required W-9 form: U.S. Taxpayer Identification Number Requirement Taxpayer Identification Numbers (TIN) Form W-9 (PDF – Rev. August 2013)

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Investment Audits

Typically, trustees have an obligation to have an investment policy that includes scheduled periodic audits of a trust’s investments. Usually, the default for a trust is that the trustee has to meet the highest “prudent man” standards in the investment of assets, which means they should not be used for entrepreneurial purposes. Trustee Should Be…

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Investment Audits

Typically, trustees have an obligation to have an investment policy that includes scheduled periodic audits of a trust’s investments. Usually, the default for a trust is that the trustee has to meet the highest “prudent man” standards in the investment of assets, which means they should not be used for entrepreneurial purposes. Trustee Should Be…

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Family Trust FAQ

Setting Up A Family Trust

Setting up a family trust requires several steps, but before you proceed you should know the answers to the frequently asked questions below. You should also make sure you understand the related laws of the state in which the trust is to be established. What is a trust? A trust is a legal entity that…

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Family Trust FAQ

Setting Up A Family Trust

Setting up a family trust requires several steps, but before you proceed you should know the answers to the frequently asked questions below. You should also make sure you understand the related laws of the state in which the trust is to be established. What is a trust? A trust is a legal entity that…

Read More