If a trust is part of your estate plan, your assets will need to be transferred into it at some point. Most of the time, this is a fairly simple process that requires nothing more than listing the ...

These days, it’s not unusual for a client to use a trust instead of a will for their estate planning. Trusts offer a range of benefits, including asset protection, privacy, and efficient distribution ...

Learn the difference between a living trust vs. living will, including why you need both, what they're used for, and how to ...

Decanting is an invaluable tool for estate planners, as it can aid in modernizing a trust that no longer conforms to the intended wishes of the grantor, or contains stale trust provisions which would ...

All trusts are not created equally; there are many different types used for a variety of purposes. Two common types of trusts in estate and asset protection planning are revocable and irrevocable ...

Irrevocable trusts are often viewed as rigid, permanent components of an estate plan designed to preserve wealth, minimize taxes, and protect assets. However, as family circumstances evolve, laws ...