“Trusts and Estates”

110 Search Results

110 Search Results

What Is a Unit Investment Trust (UIT)?

What Is a Unit Investment Trust (UIT)?

https://www.sofi.com/learn/content/unit-investment-trust-uit/

…investors. Similarly, unit investment trusts are designed to provide capital appreciation and/or dividend income, although without active trading of the securities in the portfolio. Unit investment trusts can offer some…


The Difference Between Will and Estate Planning

The Difference Between Will and Estate Planning

https://www.sofi.com/learn/content/estate-planning-vs-will/

…in trusts and estates, to ensure that it complies with your state’s laws. Or look for an online business that customizes its work to your location. When you are creating…


Do I Need a Trust?

Do I Need a Trust?

https://www.sofi.com/learn/content/do-i-need-a-trust/

…on every trust-related document going forward. Trusts and Taxes Establishing and funding trusts could help you remove assets from your estate and reassign ownership to others. This might help reduce…


Putting Your House in a Trust

Putting Your House in a Trust

https://www.sofi.com/learn/content/putting-house-in-trust/

…to settle a will, especially for larger estates. Wills and trusts can be complementary tools for estate planning. For instance, a will can take care of smaller assets like family…


Can You Name a Trust as a Beneficiary of an IRA?

Can You Name a Trust as a Beneficiary of an IRA?

https://www.sofi.com/learn/content/naming-trust-as-ira-beneficiary/

Estates •   Charities •   Trusts Non-designated beneficiaries must withdraw IRA assets within five years of the account owner’s death if the owner died before they were required to start taking…


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