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 directed trusts offer flexibility by dividing trustee duties among trusted advisors. Discover the benefits, legal considerations, and how state laws impact the effectiveness of this estate planning tool.
1/13/2022
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
Learn the key duties of a trustee—from legal and tax obligations to asset management and beneficiary communication. Discover when a corporate trustee may be the right choice.
8/11/2021
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