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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An Overview of Trusts
A trust can be a beneficial part of your estate plan.
Do I Really Need A Corporate Executor?
Know the factors involved with naming an executor and when it is important to do so.
Whom Should I Choose as my Trustee?
Find out why choosing a professional may be your best bet.
How to Save Your Property for Your Heirs and the Environment
A conservation easement can help protect your estate from costly taxes while helping the environment.
Keys to Creating an Effective Trust
Communication is key when drafting your trust agreement.
The Delaware Total Return Unitrust
Balance the interests of your trust's income and future beneficiaries.
The Dynasty Trust: A Powerful Estate Planning Tool
Pass your wealth onto your heirs for generations without excessive taxes.
Proper Planning Makes Estate Settlement Easier
Help make the difficulty of your passing a bit easier for loved ones to bear.
Family Incentive Trusts Ensure Financial Responsibility
Distribute wealth while passing on a strong work ethic.
Empowering the Next Generation
Educate your children about your familys financial status without revealing more than you would like.
GRAT, GRUT, and QPRT: Estate Planning Tools that Differ by Degree
Three trusts that may help you reduce estate taxes.
Business Succession through a GRAT
One alternative for passing a business on to your heirs.
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.
Case Study: How to Establish a Direction Trust
Coordinate the efforts of both your investment manager and trustee.
Investment Control with a Direction Trust
Maintain your long standing relationship with your investment manager while gaining a corporate trustees expertise.