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

Most trusts are revocable trusts. However, there are a few scenarios where an irrevocable trust is necessary. For example, some people choose an irrevocable trust when they have a large estate that ...

While both types of trusts have similar benefits like avoiding probate and reducing tax burdens, these trusts have nuances that must be seriously considered, as these can impact investors’ financial ...

When planning for the future, many people use trusts as a way to manage their assets, avoid probate, and protect their loved ones. But not all trusts are created equally. Determining which estate ...

A trust can help minimize your taxes, protect your assets and spare your beneficiaries the hassle of probate court in the wake of your passing. A living, or revocable, trust can still have changes ...

Trusts can be a great tool to simplify the process of moving assets between generations, helping avoid some of the costs and delays associated with the process. Revocable trusts are a useful solution ...

Most people think of trusts as something that only the super-rich need: a mysterious legal trick to evade taxes (and rack up tons of attorneys' fees). In reality, trusts can be helpful for folks at ...

As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...

Irrevocable trusts help reduce estate taxes by removing assets from the grantor's taxable estate. Assets in an irrevocable trust are protected from creditors, enhancing financial security. Setting up ...