When planning your estate, you should understand different trust options available, such as testamentary trusts and living trusts. A testamentary trust is created through a will and only becomes ...

Trusts are integral to wealth, tax, and estate planning, allowing individuals to control when and how assets are distributed to intended beneficiaries, both during one’s lifetime – via an inter vivos ...

Are you thinking about including a Trust in your Estate Plan? Indeed, it is a wise decision. Even if you’ve already started planning or have a Will in place, Trusts can provide an extra layer of ...

Senior couple using laptop with their financial advisor during a meeting. For many families, trusts can be a useful vehicle for passing wealth to the next generation or generations. That’s not their ...

Financial advisors need to familiarize themselves with pending changes to the taxation of testamentary trusts and consider alternatives when discussing options for their clients’ heirs. “The proposed ...

One cannot handle the disposition of one's estate from the grave, but one can determine who will handle that disposition. The two basic ways to do so are by wills or trusts. The larger and more ...

Q: My two sisters and I are in the process of doing some estate planning for my mother, who is 80 years old, has Alzheimer’s and doesn’t have long to live. We are trying to understand how a ...

Learn how trust funds work, their benefits, and the differences between revocable and irrevocable funds. Understand how they manage and protect assets for beneficiaries.

Many advanced estate planners emphasize to their clients the benefits and features of lifetime planning. The estate-planning community has become accustomed to using common and catchy labels for such ...