Discover how a marital trust can offer tax benefits, avoid probate, and ensure asset distribution to a surviving spouse or ...

Trusts and wills are the main two ways to manage your estate. A will allows you to maintain full control of your assets up until death. They also offer the benefit of simplicity. While you can leave ...

Avoiding probate and retaining control over the distribution of your assets are two key benefits of using a living trust as part of your estate plan. With so many misconceptions around trusts, it's ...

A lot of people hear about their friends and family having a trust or an estate tool that they personally do not have. This can make a client ask one of the most asked questions, “What are the ...

A trust can help minimize your taxes, protect your assets and spare your beneficiaries the hassle of probate court in the wake of your passing. A living, or revocable, trust can still have changes ...

Special Needs Trusts (SNTs) protect assets for individuals with disabilities while preserving eligibility for public benefits like SSI and Medicaid. Establishing an SNT early allows for long-term ...

This article is intended for educational purposes only and is not legal advice. For guidance on your personal situation, please contact a lawyer. Estate planning isn't always a walk in the park, but ...

Learn how qualified disability trusts offer tax exemptions for special needs planning. Discover eligibility criteria, benefits, and reporting requirements to save on taxes.

Living trusts don't have to go through the probate process. The details of a living trust are not a part of the public record. Living trusts are also known as revocable trusts because they can be ...