What is a Testamentary Trust?
March 31st, 2025
A trust is a legal tool where one person (a grantor or settlor) gives assets (money or property) to another person or organization (trustee) to manage for the grantor/settlor. A trust can be for the benefit of the grantor/settlor or another. A testam…
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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
