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When creating an estate plan, many people write a will. But a will won’t provide the same protection as setting up a trust. Unlike wills, trusts offer control and protection for those who hold assets ...

A trust is a legal agreement establishing how assets will pass from one owner to another when certain conditions are met.

Should you name your living trust as the beneficiary of your life insurance policy? Is it better to name specific individuals as direct beneficiaries? This decision can have significant implications ...

With the escalating costs of long-term care, seniors are increasingly recognizing the importance of protecting their assets. A Trust is a core part of an asset protection plan, but one that requires ...

Protecting assets against loss is a common goal of estate planning. Asset protection trusts come in many different forms and can be used to protect property for the use and benefit of clients as well ...

For celebrities and other public-facing individuals, public property ownership creates risks beyond civil liability. Property ...

Grantor trusts are groovy. They have so many potential benefits that they are the cornerstone of many, maybe even most estate plans. Grantor trusts let you transaction business with your trust without ...

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, signed into law in 2019, brought significant changes to retirement account distribution rules. The subsequent passage of SECURE ...

Please provide your email address to receive an email when new articles are posted on . Physicians interested in estate or asset protection planning inevitably inquire about the use of trusts.