Search Results for: "Trust"
What Is a Gun Trust?: Estate Planning Q&A
According to Pew Research, 30 percent of adults in the United States report owning a firearm. Gun sales have risen in recent years,…
Establishing Your Trust and Choosing a Trustee
Trusts offer benefits beyond wealth accumulation, serving various purposes and addressing specific challenges that go beyond financial considerations. Particularly, trusts can effectively…
Exploring the Benefits of Living Trusts for Seniors
Unfortunately, seniors are highly vulnerable to financial abuse and scams, often falling victim to exploitation by both strangers and, distressingly, even their…
How to Give Your Pet the Best Life Possible with Pet Trusts
Pets provide much joy and comfort to their owners. Your pets are probably be considered valuable members of your family. Since you…
Understanding Grantor-Retained Income Trusts
Many people seek strategies for wealth transfer and estate planning that preserve their assets and allow them to reap financial benefits while…
You Can Provide Income to Your Heirs From Charitable Trusts
A charitable trust is an irrevocable trust that provides income to heirs while benefiting you or a charity. If you are philanthropically…
Add a Personal Property Memorandum to Your Will or Trust
When a family member has passed, the family occasionally ends up arguing over personal property. Arguments can take place over things like…
A Guide for Understanding Irrevocable Trusts
A client asked us this interesting question: After my brother died, he left money in a revocable trust for my children –…
Establish a Trust to Pass Wealth and Family Values on to Your Children
Parents need to instill family values at an early age to ensure the adoption of these family values. Undoubtedly the best time…
A Guide for Understanding How Pet Trusts Work
Hotel heiress Leona Helmsley left a trust fund for her Maltese dog named “Trouble” to the tune of $12 million dollars in…