“Trusts and Estates”

115 Search Results

115 Search Results

What Is a Freehold Estate?

What Is a Freehold Estate?

https://www.sofi.com/learn/content/what-is-a-freehold-estate/

…industrial. Residential zoning may also differentiate between single-family and multifamily properties. Freehold Estates in Estate Planning Freehold estates are often referred to as “estates of inheritance”, since the estate is…


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…


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