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“Trusts and Estates”

99 Search Results

99 Search Results

The Difference Between Will and Estate Planning

The Difference Between Will and Estate Planning

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

…gone. While you can write this kind of will yourself, you may want to have it prepared by an attorney who specializes in trusts and estates, to ensure that it…


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…


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…


What Is a Collective Income Trust (CIT)?

What Is a Collective Income Trust (CIT)?

https://www.sofi.com/learn/content/what-is-a-collective-investment-trust/

…giving more investors access to CITs (although banks and trusts still couldn’t, and can’t, offer CITs directly to retail investors). Since then, the cost efficiency of collective investment trusts has…


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