Establishing a trust is something you might consider if you’d like to take estate planning beyond a simple will. Naming a trustee is an important part of the trust creation process but you might find ...

Trust protectors -- long popular in offshore trusts set up by high rollers -- are growing more common in trusts established here in the U.S. by less affluent folks. A trust protector is someone who is ...

As trusts gain momentum, Zurich's updated master trust coverage helps banks, wealth managers and fiduciaries insure trust-held real estate with less complexity, greater consistency. SCHAUMBURG, Ill., ...

One of the most important decisions a special needs trust's donor (the person who supplies the funds for the trust) makes is the choice of a trustee for the trust. A trustee typically manages the ...

There’s little question about the newfound popularity of trust protectors, which they’re undoubtedly enjoying. And why not? They’re entitled to a fee for “services,” even when none are required, and ...

Editor's note: This is the final part of a three-part series on trusts for people with substance use disorders. Click here for part one and here for part two. No matter how clearly a substance abuse ...

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 ...

As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...

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 ...

So you’re married. You received a gift from Aunt Jane while she was alive. Your dad bequeathed you a generous sum of money on his passing. Those gifted and inherited assets in many instances will be ...