Trusts
Consider a trust to help manage and distribute assets during your lifetime and for future generations.
debt management
espps
ipos
performance stock
restricted stock
sars
stock options
equity compensation
fraud prevention
travel planning
behavioral finance
budgeting
charitable giving
credit cards
education
estate planning
health care
insurance
mortgages
saving
security based loans
small business
wills
6 Different Trusts for Particular Needs
There are nearly as many types of trusts as there are individual circumstances.
Revocable Living Trust vs. Will
Drafting a will is simpler and less expensive, but creating a revocable living trust offers more privacy, limits the time and expense of probate, and can help protect in case of incapacity or legal challenges.
How Much Is Too Much To Leave My Heirs?
Passing wealth to the next generation can create security and opportunity, but the amounts and methods for your giving should be informed by the financial skills and goals of the recipients.
The Hidden Risks of Serving as Executor or Trustee
Many people agree to be estate executors and trustees without understanding the legal responsibilities of those roles. Here's what to know about being an estate fiduciary.
How Can You Preserve Your Assets for Your Heirs?
Austin Jarvis speaks with Mark Riepe about the complications of estate taxes—and what you can do if the estate tax exemptions change in 2026.
Key Roles to Include in Your Estate Plan
Designating people you trust to fill important roles, including executor and power of attorney, is essential to a successful estate plan.
Which Charitable Trust Is Right for You?
Charitable lead trusts or charitable remainder trusts can help satisfy your philanthropic and financial goals. Here's how to include charitable intentions in your estate plan.
4 Common Trust Mistakes
A well-designed trust can help ensure your assets transfer to your heirs as efficiently and effectively as possible.
Cash Flow & Philanthropy: Charitable Remainder Trusts
A charitable remainder trust can provide a tax break and income for life.
Estate Planning for Low Interest Rates
The three estate planning strategies that can benefit from low interest rates.