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What is a Testamentary Trust?
March 31st, 2025
A testamentary trust is a type of trust that’s created through a will and only goes into effect after the person who made the will (the testator) passes away. Unlike a living trust, which is established during a person’s lifetime, a testamentary…
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Categories: Trusts
What is a Charitable Trust?
December 9th, 2024
A trust is an estate planning instrument that allows you to transfer assets to the beneficiaries of your choice in the manner that you wish. However, it’s essential to be aware that a beneficiary doesn’t always have to be a person — it can also…
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Categories: Trusts
Differences Between Revocable vs. Irrevocable Trusts
May 28th, 2024
Trusts are an essential estate planning tool that can be used to accomplish a variety of objectives. However, it’s important to understand that not all trusts are the same. There are two basic types of trusts — revocable trusts and irrevocable tr…
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Categories: Trusts
7 Tips for a Special Needs Trust
July 1st, 2021
One common area of trouble we find that our clients have is planning for those in our lives who need a little extra help.
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Categories: Trusts
