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A trust is a legal entity with separate and distinct rights, similar to a person or corporation. In a trust, a party known as a trustor gives another party, the trustee, the right to hold title to and manage property or assets for the benefit of a third party, the beneficiary.
Trusts are a very misunderstood and sometimes misused entity. Trusts are either Revocable or Irrevocable. For Income Tax purposes they are either Grantor or Non-Grantor. They can be Simple or Complex. They can be inter vivos or testamentry. They can be taxed or tax exempt. They can be Domestic or Foreign.
As you can see there are many types and forms of Trusts and the right one is based on your own individual needs and objectives. One size does not fit all.
If you are in need of basic Estate Planning, then a Revocable Family Trust is what you may need. If you are in need of more sophisticated planning, than this is a good place to start and then implement strategies where other types of Trust can be beneficial.
In general Trusts provide the following Benefits:
- Customizing and controlling how your wealth is distributed.
- Minimizing federal or state taxes.
- Addressing family dynamics; for example, divorce or blended families.
- Helping a parent or other relative manage their financial affairs.
- Avod Probate
- Income Tax Spitting
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Services
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Bookkeeping
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Our virtual assistants offer affordable bookkeeping services starting at $100 per month, utilizing military-grade encryption for secure document exchange, allowing small business owners and investors to focus on their businesses while our highly trained bookkeepers handle their financial needs efficiently and effectively.
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Accounting
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We offer a complete array of expert accounting and tax assistance for small enterprises, non-profits, groups, and individuals, recognizing the distinctiveness of each client and business, tailoring our accounting services to your specific needs.
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Payroll
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Our flexible payroll services provide comprehensive solutions tailored to your needs, ensuring accurate processing, timely tax filings, and cost-effectiveness, empowering you to focus on your business without the complexities and risks of payroll administration.
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Tax Preparation
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Our tax preparation services offer personalized support, comprehensive filing assistance, proactive tax planning, audit support, year-round assistance, and a free encrypted client portal, ensuring that individuals and businesses receive expert guidance tailored to their specific needs and objectives beyond just completing tax returns.
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Trusts
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Trusts, ranging from revocable to irrevocable, grant individuals varied legal rights and tax implications, providing a diverse array of options for estate planning tailored to specific needs and objectives, emphasizing that one size does not fit all.
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