How exactly do those complicated trust accounts work? We take the complex matters and make them easy to understand. Find out everything you need to know to help protect and preserve your wealth now and in the years ahead.
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Whom Should I Choose as my Trustee?
Find out why choosing a professional may be your best bet.
The Use of Open Architecture by Corporate Trustees
Gain insight into the popular open architecture style of investment management.
The Role of the Family Office
Preserve your wealth for generations through a well-managed plan.
The Importance of a Will
Ensure your wishes are carried out by creating a Will.
The Dynasty Trust: A Powerful Estate Planning Tool
Pass your wealth onto your heirs for generations without excessive taxes.
The Delaware Total Return Unitrust
Balance the interests of your trust's income and future beneficiaries.
The Blind Trust: An Executive Diversification Strategy
Reduce portfolio risk and achieve diversification with this option for corporate insiders.
The Benefits of QTIP Trusts
Provide for your spouse and protect your assets for future generations.
Safeguard your Assets from Creditors and Potential Liability
Find out how certain states compare when it comes to protecting your assets.
Qualified Personal Residence Trusts
Transfer ownership of your residence to your children while minimizing gift and estate taxes.
Proper Planning Makes Estate Settlement Easier
Help make the difficulty of your passing a bit easier for loved ones to bear.
Private Annuities: A Case Study
Defer taxes and preserve your income stream through private annuities.
Passing on Wealth-and Values-With Irrevocable Trusts
Transfer wealth and pass on values to future generations in a tax smart way.
Multi-Generational Estate Planning
Determining what you will inherit from your parents is a critical aspect of estate planning.
Making Sense of Spousal Trusts
Providing a financial resource for your spouse after your death.