Blog
Learn how special needs trusts work, how they may help preserve SSI or Medicaid benefits, and when families may use them in estate and benefits planning.
7/9/2026
Blog
Learn how revocable, irrevocable, and testamentary trusts work—and which type might be right for your financial legacy.
4/30/2026
Events and Webinars
Watch this webinar recording to find out how trusts can be effectively used in your estate plan to manage taxes, protect wealth, and create a lasting legacy.
3/25/2026
PDF
An ILIT is an irrevocable trust created specifically for the purpose of being the owner, beneficiary, and payor of a life insurance policy.
6/25/2025
Blog
Explore how an intentionally defective grantor trust (IDGT) can reduce estate taxes, preserve wealth across generations, and leverage tax advantages for high-net-worth estate planning.
10/19/2021
Blog
Explore how a Spousal Lifetime Access Trust (SLAT) can reduce estate taxes, protect assets, and provide financial flexibility for high-net-worth families. Learn key benefits, tax strategies, and planning tips.
8/5/2020