Directed vs. Discretionary Trusts: What’s the Difference and Why It Matters
How Modern Trust Structures Adapt to Complex Families, Advisors, and Asset Classes...
Understanding SLATs: A Strategic Tool for Wealth Preservation
Why Spousal Lifetime Access Trusts Continue to Play a Critical Role in Modern...
Failing to Plan for the Loss of a Trustee: How Relying on Family Friends Can Put Your Trust at Risk
Many parents appoint a ...
Family Trust Mistakes: When Mismanagement of Trust Funds Lead to Financial and Legal Ramifications
Many individuals appoint...
Why You Need to Put Your Wealth in a Trust
The Greatest Wealth Transfer in History is underway. In the next 20 years, members of Generation X...
Family Trust Mistakes: How Relying on Relatives Devastates Your Fortune and Tears Your Family Apart
Is the trustee for your......
Navigating Trust Structures: Directed vs. Delegated Trusts
Blended families, where one or both spouses bring children from previous marriages into a new family unit, have become increasingly common in today's society. For wealth owners involved in these intricate family dynamics, it's essential to understand how trusts can be perceived as a dynamic tool for...
The Benefits of Trusts in Blended Families: South Dakota Situs
Blended families, where one or both spouses bring children from previous...
An alternative to the Massachusetts Millionaire Tax
On November 8, 2022, Massachusetts voters approved a ballot measure to amend the Massachusetts......