Have you wondered why in the world there are so many types of trusts? Or what’s the difference between them all? Perhaps you have one, but really don’t understand why you have it and what it’s all ...

The last two months, I wrote about types of trusts and what they are used for. This month I continue that series as we explore more. » A Qualified Domestic Trust is a trust that may be used when a ...

We seem to use the word “trust” as though it refers to just one thing. Perhaps the problem is that the English language has just one such term. Fortunately, Charles Feltman, in The Thin Book of Trust ...

Putting your assets in a trust is a common procedure that comes with many benefits. The type of trust in which you choose to place your assets should be determined by a variety of factors, including ...

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 ...

What Are Inter-Vivos Trusts? An inter-vivos trust, also known as a living trust, is a legal arrangement that allows an individual (the grantor) to transfer ownership of their assets to a trust managed ...

Trusts are estate-planning tools, and like other estate-planning structures (like foundations or life insurance), a trust's structure will determine how assets are controlled, whether they're ...

Estate planning is crucial for high-net-worth (HNW) individuals who want to protect their assets and pass their legacy on to loved ones after death. HNW individuals have unique tax and non-tax estate ...

Trusts serve a variety of tax, asset protection and estate planning purposes for families, and over the years different types of trusts have evolved to best serve families’ planning needs and ...

A trust is a valuable tool to leave a legacy and plan for taxes, but only if you set it up so that it works just as you intended. Unfortunately, people tend to make one very common, and basic, mistake ...

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 ...