I am often asked about the difference between wills and revocable trusts, so I thought it important to explain the purpose of each. Wills and revocable trusts basically do the same thing – each is a ...

Revocable trusts can go by other names like living trusts, inter vivos trusts or even “loving” trusts, but their purpose is the same: to address the problems that traditional last wills and testaments ...

While both types of trusts have similar benefits like avoiding probate and reducing tax burdens, these trusts have nuances that must be seriously considered, as these can impact investors’ financial ...

The basics of trusts are easy to understand. Trusts are legal entities that allow one party to manage assets for the benefit of another. They involve three key roles: the grantor who establishes the ...

Trusts can be a great tool to simplify the process of moving assets between generations, helping avoid some of the costs and delays associated with the process. Revocable trusts are a useful solution ...

Trusts are key tools in estate and legacy planning. There are different types of trusts clients can use depending on their goals. Goals are always the starting point when creating a plan. From there, ...