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How Does an Inheritance Trust Work

Inheritance trusts take on critical importance in wealth management, particularly for multi-generational families. Read more

Do I Have to Pay Taxes on Trusts

Trust distributions might be taxable, with the tax liability potentially varying based on factors, such as the type of trust, the kind of distributions and a beneficiary’s tax bracket. Read more

Which Trust Revocable or Irrevocable

There are important differences between the two types of trusts, including the amount of control you’ll have over your assets. Read more

Reasons for Using a Trust

When you think of a trust, you may have visions of contentious family gatherings in an attorney’s office after the death of a patriarch or matriarch. Read more

Special Needs Trust

If you have a family member with special needs, you might face emotional and physical issues. However, you also may be concerned about maximizing the financial support that your loved one requires. Read more

Family Trust

Unless you’re a member of the Addams family, thinking about death probably isn’t your favorite afternoon activity. However, not thinking about it can cause even more pain when death ultimately does come knocking. Read more

Home in a Trust

When you purchase and own a home, your name is on the title to the property, indicating ownership. However, you can transfer ownership of your residence to another person or entity in the form of a real estate trust. Read more

Limited Liability Company

To protect assets effectively, you have to store them in the right legal entity. However, that can depend on whether you’re looking to protect business assets, avoid estate taxes, or protect personal assets from legal liability while running a business. Read more

Marital Trust

A marital trust is a complex estate planning tool that should be crafted carefully. Because of its tax benefits, you should work closely with an experienced estate planning attorney to ensure that the marital trust is established properly. Read more

Succession Planning

Most estate planning starts with a will. The legal document covers what to do with your assets and provides important direction on the care for minor children. Read more