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Blog Posts in Trusts

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  • Exploring Six Common Myths about Trusts
    Exploring Six Common Myths about Trusts

    Most of us know that a trust is a useful way to safeguard financial assets for your benefit or for someone else. But the common misconceptions about trusts could cause you to bypass them entirely, or ...

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  • Tap into the Power of a Grantor Trust
    Tap into the Power of a Grantor Trust

    The U.S. survived the worst recession since the Great Depression. But believe it or not, there is a silver lining: this tough economy has driven applicable federal rates (AFRs) to rock bottom levels. ...

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  • The Benefits of a Q-Tip Trust
    The Benefits of a Q-Tip Trust

    Depending on your situation, it may make sense to include the odd-sounding "Q-tip trust" in your estate plan . The name derives from a special estate tax break for "qualified terminable interest ...

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  • Exploring Six Common Myths about Trusts
    Exploring Six Common Myths about Trusts

    Most of us know that a trust is a useful way to safeguard financial assets for your benefit or for someone else. But the common misconceptions about trusts could cause you to bypass them entirely, or ...

    Read More
  • A Measured Approach To Selecting The Right Trustee(s)
    A Measured Approach To Selecting The Right Trustee(s)

    A trust is often only as good as the person selected to manage it. It may a daunting process, but selecting the right trustee and having fail-safes in place are crucial to ensuring the complexities of ...

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  • A Trust to Help Fund the Payment of Estate Taxes
    A Trust to Help Fund the Payment of Estate Taxes

    Consider this dilemma faced by a high-net-worth individual: He doesn't want his heirs to be burdened with estate taxes so he takes out a life insurance policy to cover the tax bill. But then the ...

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