A testamentary trust helps with overall wealth management by protecting the testator’s assets after their death. This type of trust can be used to name minors as beneficiaries of the testator’s estate ...

Estate planning varies by individual. Wills are public, slow, and only control assets in your name, while revocable trusts ...

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 ...

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 ...

When you hear the word “trust” in financial or business terms, you probably think of either Teddy Roosevelt or rich kids who drive Range Rovers in high school. The truth, however, is that trusts ...

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