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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Harmonize the Interests of Your Current and Future Beneficiaries
An example of how the total return unitrust actually works.
Multi-Generational Estate Planning
Determining what you will inherit from your parents is a critical aspect of estate planning.
How Multiple Residences Can Affect Your Living Will
It is essential that your estate planning documents are updated in each of the states where you spend time.
The Use of Open Architecture by Corporate Trustees
Gain insight into the popular open architecture style of investment management.
How to Build Flexibility in Your Estate Plan with the Discretionary Sprinkling Family Trust
One option to reduce your taxable estate and protect assets for beneficiaries.
An Overview of Trusts
A trust can be a beneficial part of your estate plan.
Durable and Medical Powers of Attorney and Living Wills
Keep control of your own destiny with these important estate planning documents.
Private Annuities: A Case Study
Defer taxes and preserve your income stream through private annuities.
The Benefits of QTIP Trusts
Provide for your spouse and protect your assets for future generations.
Qualified Personal Residence Trusts
Transfer ownership of your residence to your children while minimizing gift and estate taxes.
The Role of the Family Office
Preserve your wealth for generations through a well-managed plan.
Safeguard your Assets from Creditors and Potential Liability
Find out how certain states compare when it comes to protecting your assets.
Making Sense of Spousal Trusts
Providing a financial resource for your spouse after your death.
How to Provide for a Child with Special Needs
A supplemental needs trust may help provide financial assistance for a disabled child.
Passing on Wealth-and Values-With Irrevocable Trusts
Transfer wealth and pass on values to future generations in a tax smart way.