Trusts

Consider a trust to help manage and distribute assets during your lifetime and for future generations. Or explore other financial planning topics:

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Estate Planning

3 Ways to Pass Down a Home

The pros and cons of different methods for leaving a home to your heirs.

Estate Planning

Estate Planning at Any Age: Getting an Early Start

No matter your age or financial situation, organizing your affairs and estate can be a fruitful exercise at any point during your financial journey, but the sooner, the better.

Financial Planning

How to Put Your Depressed Assets to Work

When markets are down, certain tax-smart moves can make even more sense than usual.

Trusts

Cash Flow and Philanthropy: Charitable Remainder Trusts

A charitable remainder trust can provide a tax break and income for life.

Trusts

Selecting a Trust to Suit Your Needs

There are nearly as many types of trusts as there are individual circumstances.

Charitable Giving

Sharing the Joy of Giving with Your Family

How to make philanthropy a family affair.

Trusts

Estate Planning for Low Interest Rates

The three estate planning strategies that can benefit from low interest rates.

Trusts

SLAT Trusts: An Estate Planning Strategy for Couples

A spousal lifetime access trust (SLAT) allows access to assets while helping to keep them out of your taxable estate.

Behavioral Finance

Which Trust May Be Right for You?

There are many advantages to having a trust in addition to a will, but is a trust right for you?

Estate Planning

How to Protect Your Estate from an Heir's Divorce

How to help ensure the assets you pass down are protected from an heir's divorce.

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