Silent Trusts: Protecting Wealth, Privacy
Durham News Today | 2 Min News | The Daily News Now! · The Daily News Now!
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Show Notes
Fidelity Investments explores silent trusts, a tool for hiding inheritances until specific triggers, offering benefits like asset protection, fostering financial responsibility, and maintaining privacy. However, risks include uncertainty about heir readiness and lack of beneficiary input. Experts suggest using a trust protector for oversight. High-net-worth families can leverage this strategy for tax-free wealth transfer, with the federal estate tax exemption at $15 million per person in 2026. Consult an estate planning attorney for guidance.
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