Also called a grantor or settlor. The person who creates a trust by contributing assets into it and establishing the rules by which those assets will be managed and distributed. The trustor names the trustee to manage the trust and designates beneficiaries to receive the assets.
Glossary
Trustor
Your A‑to‑Z Glossary of Financial Terms
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a
- ACA
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c
- Call Option
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- Capital Gain
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- Cash Value
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- Checking Account
- Claim
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d
- Dealer
- Death Benefit
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e
- Earned Income
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- Earnings
- Economic Indicator
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- Employer Match
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- Equifax
- Equities
- Equity
- Estate
- Estate Planning
- Estate Tax
- Exchange
- Exchange-Traded Fund
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- Exclusion
- Executor
- Exemption
- Expenses
- Experian
- Exposome
f
- Face Value
- Fascism
- FDIC
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- Federal Deposit Insurance Corporation
- Federal Income Tax
- Federal Reserve
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- FICA
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- Fiduciary
- Fiduciary Obligation
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- Financial Advisor
- Financial Firm
- Financial Industry Regulatory Authority
- Financial Literacy
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- Fitch
- Fixed Annuity
- Fixed Expense
- Fixed-Rate Mortgage
- Flexible Spending Account
- FOMO
- Foreclosure
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- Forex
- Form 1040
- Framing Bias
- Futures Contracts
- FX
- FX Futures
g
- GDP
- Grantor
- Grantor Trust
- Greed
- Gross Domestic Product
- Gross Income
- Guaranteed Lifetime Income
- Guardian
h
- Harry Markowitz
- Health Care Power of Attorney
- Health Insurance
- Health Savings Account
- Healthspan
- Hedge
- Hedge Fund
- Heirs
- Herd Mentality Bias
- High-Deductible Health Plan
- High-Yield Bond
- Hindsight Bias
- Home Equity
- Home Equity Line of Credit
- Home Equity Loan
- Hospital Insurance
- Howey Test
i
- Illusion of Attention Bias
- Illusion of Control Bias
- Immediate Income Annuity
- In Force
- Income
- Income Tax
- Independent Insurance Agent
- Index Funds
- Index Investing
- Indirect Tax
- Individual Retirement Account
- Inflation
- Inflation Rate
- Inheritance Tax
- Inherited IRA
- Institutional Investors
- Insurance Agent
- Insurance Cap
- Insurance Claim
- Insurance Company
- Insurance Contract
- Insurance License
- Insurance Policy
- Insured
- Intangibles Tax
- Interest
- Interest Rate
- Interest Rate Risk
- Internal Revenue Code
- Internal Revenue Service
- Intuition Bias
- Investment Advisers Act of 1940
- Investment Advisor Representative
- Investment Bank
- Investment Contract
- Investment-Grade
- Investment Manager
- IRA
- IRS
- Issuer
j
- Joint and Survivor
- Junk Bond
k
- Key Person Insurance
- Kidnap and Ransom Insurance
l
- Lagging Indicator
- Landlord
- Lapse
- Large-cap
- Leading Indicator
- Liabilities
- Lien
- Life Expectancy
- Life Insurance
- Lifespan
- Liquid
- Liquidity
- Living Will
- Loan
- Loan Agreement
- Long-Term Capital Gains
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- Longevity
- Loss Aversion
- Lump Sum
m
- Major Medical Insurance
- Marginal Tax Rate
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- Market Correction
- Market Sector
- Maturity
- Maturity Date
- Medicaid
- Medical Expense Insurance
- Medical Expenses
- Medicare
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n
- Nasdaq
- National Credit Union Administration
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- Net Profit
- Net Worth
- New York Stock Exchange
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o
- Obamacare
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- Opportunity Cost
- Optimism Bias
- Options Contract
- Ordinary Income
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- Out of Force
- Out-of-pocket
- Over-the-Counter
- Overconfidence Bias
- Overtime Pay
p
- Passive Income
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- Pattern Recognition Bias
- Payroll Tax
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- Pessimism Bias
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- Policy Limit
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- Power of Attorney
- Premium
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- Prenuptial Agreement
- Primary Beneficiary
- Principal
- Private Equity
- Private Mortgage Insurance
- Probate
- Profit
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- Profit-Sharing Plan
- Proof of Stake
- Proof of Work
- Property and Casualty insurance
- Property Tax
- Proud Papa Bias
- Publicly Traded Company
- Purchasing Power
- Put Option
r
- Real Estate
- Real Estate Investment Trust
- Realized Capital Gain
- Rebalancing
- Recency Bias
- Recession
- Refinance
- Registered Investment Advisor
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- Rent
- Retirement Account
- Retirement Plan
- Retirement Planning
- Revenue
- RIA
- Risk
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- Rollover IRA
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- Royalty
- Rule of 55
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s
- Salary
- Sales Tax
- Savings Account
- Schedule C
- Second Mortgage
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- Securities
- Securities Investor Protection Corporation
- Securities License
- Self-Employment Earnings
- Self-Employment Tax
- Separation of Service
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- Shareholder
- Shares
- Short-Term Capital Gains
- Single-Life Option
- SIPC
- Small-Cap
- Small Sample Size Bias
- Social Security
- Social Security Administration
- Socialism
- Soft Dollar Compensation
- S&P
- S&P 500 Stock Index
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- Speculative-Grade
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- Spousal IRA
- Spread
- Stablecoins
- State Income Tax
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- Status Quo Bias
- Stock
- Stock Exchange
- Stock Market
- Stockbroker
- Strike Price
- Student Loan
- Suitability
- Surrender
- Surrender Periods
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t
- T-Bills
- T-Bonds
- T-Notes
- Tax Avoidance
- Tax Code
- Tax Credit
- Tax-Deductible
- Tax Deduction
- Tax Deferred
- Tax-Deferred
- Tax-Efficient
- Tax Evasion
- Tax Exclusions
- Tax Exemptions
- Tax-Free
- Tax-Loss Harvesting
- Tax Rate
- Tax Refunds
- Taxable Income
- Taxes
- Term Certain
- Term Life Insurance
- Thrift Saving Plan
- Tips
- Tokens
- Trades
- Traditional IRA
- TransUnion
- Travel Cancellation and Medical Evacuation Insurance
- Treasury Bills
- Treasury Bonds
- Treasury Notes
- Trip Insurance
- Trust
- Trustee
- Trustee-to-Trustee Transfer
- Trustor
- Tuition Prepayment Plan
u
- U.S. Securities and Exchange Commission
- Umbrella Liability Insurance
- Underwriting
- Unemployment Rate
- Universal Life Insurance
- Utmost Good Faith
v
- Value-Added Tax
- Variable Annuity
- Variable Expense
- Variable Life Insurance
- Volatility
w
- Wages
- Waiting Period
- Ward
- Wealth Management Industry
- Whole Life Insurance
- Will
y
- Yield
z
- Zero-Coupon Bonds