Beneficiaries of Trusts: Could You Be One Without Knowing?
Could I Be the Beneficiary of a Trust Without Knowing?
Tag: Trusts
Why Estate Planning is Necessary and Easy to Implement
Estate planning is crucial for ensuring your wishes are honored after death. DIY estate planning can be tempting but may lead to costly mistakes and l…
The Value of Three Important Trusts
The primary tool in the estate planner's toolbox is the trust. A legal construct, a trust holds personal assets for the benefit of family members lon…
The Value Proposition and Mechanics of a Spousal Protection Trust
In old age, high unreimbursed medical care costs, especially those for long-term care, threatens the retirement wealth of many. You do not know if you…
How to Choose a Trustee for Your Estate
A trustee is a person or institution tasked with holding and managing property on behalf of a beneficiary. When setting up a trust, it's important to …
What is a Trust?
The trust is the primary tool used to build asset protection and estate transfer plans. A legal construct dating back centuries and well-established …