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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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Keys to Creating an Effective Trust
Updated: 01/01/2013
Communication is key when drafting your trust agreement.
Investment Control with a Direction Trust
Updated: 01/01/2013
Maintain your long standing relationship with your investment manager while gaining a corporate trustees expertise.
How to Save Your Property for Your Heirs and the Environment
Updated: 01/01/2013
A conservation easement can help protect your estate from costly taxes while helping the environment.
How to Provide for a Child with Special Needs
Updated: 01/01/2013
A supplemental needs trust may help provide financial assistance for a disabled child.
How to Build Flexibility in Your Estate Plan with the Discretionary Sprinkling Family Trust
Updated: 01/01/2013
One option to reduce your taxable estate and protect assets for beneficiaries.
How Multiple Residences Can Affect Your Living Will
Updated: 01/01/2013
It is essential that your estate planning documents are updated in each of the states where you spend time.
Harmonize the Interests of Your Current and Future Beneficiaries
Updated: 01/01/2013
An example of how the total return unitrust actually works.
Guidelines for Naming Your IRA Beneficiary
Updated: 01/01/2013
Proper IRA beneficiary designations can help reduce the tax burden for your heirs.
GRAT, GRUT, and QPRT: Estate Planning Tools that Differ by Degree
Updated: 01/01/2013
Three trusts that may help you reduce estate taxes.
Family Incentive Trusts Ensure Financial Responsibility
Updated: 01/01/2013
Distribute wealth while passing on a strong work ethic.
Empowering the Next Generation
Updated: 01/01/2013
Educate your children about your familys financial status without revealing more than you would like.
Durable and Medical Powers of Attorney and Living Wills
Updated: 01/01/2013
Keep control of your own destiny with these important estate planning documents.
Do I Really Need A Corporate Executor?
Updated: 01/01/2013
Know the factors involved with naming an executor and when it is important to do so.
Case Study: How to Establish a Direction Trust
Updated: 01/01/2013
Coordinate the efforts of both your investment manager and trustee.
Business Succession through a GRAT
Updated: 01/01/2013
One alternative for passing a business on to your heirs.
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