Add Yahoo as a preferred source to see more of our stories on Google. If you are drawing up your will and want to leave money to a minor child, using a testamentary trust is one way to do so. This ...

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 ...

What should be done both under a Will and/or a Trust regardless is to coordinate these documents with your plans.

In simplest terms, a trust is a set of rules that govern the ownership and use of assets. Generally, as long as a rule is lawful (i.e. not sexist or racist), that rule can be included in a trust.

Providing for the next generation is a key concern for many clients. Mark Gleeson takes a look at core testamentary trusts and child pensions. Estate planning is a critical part of holistic financial ...

Traveling increases the importance of having an estate plan in place. Without a will, Louisiana’s default laws may not align with your wishes. Parents of young children should designate a guardian in ...

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 ...

When you buy a piece of furniture at the store or online, it doesn’t always come put together. Thus, you might have that sometimes dreaded job of figuring out the sequence to assemble the furniture in ...

Trusts are an essential part of most estate plans, even the plans of people with moderate wealth. You need to know the basics of trusts, especially the key terms and concepts of the most widely-used ...

It’s one thing to bring forward tax cuts, as the government is thinking of doing in the October budget. It’s another to leave wide open an arrangement that allows substantial tax minimisation (or ...