The purpose trust owns the voting and control rights of the operating company. It replaces the human owner with a non-human ...

Editor’s note: This is part one of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially ...

Most of the time, if they do not have a complex situation, basic estate planning documents will suffice, and in turn be more affordable than establishing a trust. This type of trust could be good ...

Editor’s note: This is part two of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax ...

While many perceive it as a task for the wealthy, having a robust estate plan is crucial for anyone who wishes to secure their family’s future. Wills and private family trusts are two primary ...

Estate planning is an integral part of financial planning for high-net-worth clients, and a critical component involves the use of trusts. The decision whether to choose a revocable or irrevocable ...

Estate planning involves both trust funds and wills to help ensure the smooth transition of assets to your beneficiaries. A ...

and succession planning – especially those involving trusts. Below are some of the key warning signs of trouble in compliance with the CTA, and actions steps advisors can take to help their ...