Category

Tax & Estate Planning

Estate PlanningInheritanceSudden WealthTax & Estate PlanningTrustsUpdated for 2022Wealth and Family

Inheriting a Trust Fund: Distributions to Beneficiaries

If you're inheriting a trust fund, you likely have questions about how the distribution payouts to beneficiaries work and the tax implications. While general information about how trust funds work is useful, there are limitations. Trusts can be complex, highly customizable tools, so what applies to one situation may not…
Kristin McKenna
August 31, 2020