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Planning your estate? Learn about 4 common types of spousal trusts—SLATs, QTIPs, Marital Trusts, and Bypass Trusts—and how they can protect assets and support your loved ones.
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Explore the three main types of trusts—revocable, irrevocable, and testamentary—and learn how each can support your estate planning goals, protect assets, and provide for loved ones.
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Received an inheritance? Discover five smart strategies to preserve, grow, and make the most of your windfall—avoid common pitfalls and build a lasting financial legacy.
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Estate planning can be a taxing (pun intended) part of creating a comprehensive financial plan. You worked hard to accumulate your wealth, and you want to pass as much of it as possible to your beneficiaries.
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Although estate planning can be complex, one of its primary goals is to help you make sure that your loved ones are taken care of into the future. That’s often why people choose to create trusts—legal structures that let you transfer assets to your beneficiaries while also reducing your estate tax liability. Not surprisingly, spouses are frequent beneficiaries of a trust.