Are you thinking about including a Trust in your Estate Plan? Indeed, it is a wise decision. Other WRAL Top Stories Even if you’ve already started planning or have a Will in place, Trusts can provide ...
You likely have created revocable or irrevocable trusts, or a few of both, in your estate plan. Ideally, these have been properly drafted with plenty of flexibility so that they can continue to meet ...
When planning your estate, you should understand different trust options available, such as testamentary trusts and living trusts. A testamentary trust is created through a will and only becomes ...
When you hear the word “trust” in financial or business terms, you probably think of either Teddy Roosevelt or rich kids who drive Range Rovers in high school. The truth, however, is that trusts ...
There are different types of trusts that can be used to achieve specific estate planning and wealth preservation goals. Irrevocable trusts can be used to protect assets from creditors and to minimize ...
Trusts serve a variety of tax, asset protection and estate planning purposes for families, and over the years different types of trusts have evolved to best serve families’ planning needs and ...
Welcome to Talking T&E for Advisors, where Trusts and Estates Editor in Chief Susan Lipp and Jamie Hopkins, chief wealth officer at Bryn Mawr Trust, take seemingly complex estate planning issues and ...