Trust Administration

3 Strategies to Ensure Your Wishes Are Followed Regarding Trusts and Inheritance Aug 22

If you have complex assets, that can lead to a complicated will. Many wills become complex and long because the precise wording is ...

Use a Family Trust as a Business Planning Tool Jun 28

Sometimes it's all too easy for a small business owner to get caught up in the daily operations of their company. Other owners ...

Give a Beneficiary Your Assets Without Creating an Income Tax Burden: Create an IRA Trust Jun 28

IRAs are great vehicles for personal retirement finances. Depending on the nature of your IRA, they might enable you to make ...

Are Trust Protectors a Good Idea? Aug 25

While they are still a relatively new concept in the United States, trust protectors have been used for many years when designing ...

Back Up Plans: What if a Trustee Becomes Incapacitated Aug 06

Trusts are a valuable tool to protect your heirs in the event of your death or incapacity. In effect, assigning a trustee to ...

What About Rover?: Setting Up a Trust for Pets Jul 23

Today, pets are really part of the family. Ask any pet owner what they think about their animals and they will use words like ...