When trusts are used as estate planning tools, financial institutions such as banks and brokerages may require written documentation of the trust's existence before transferring assets into a trust or ...

When enterprises distribute documents electronically, it is often important that recipients can verify three important aspects of a document: Integrity: That the content has not been altered ...

Recently a financial adviser requested that I review an insurance trust for a client. The adviser was under the impression that the trust was “pretty good,” until we actually looked at the document.

Setting up a trust can be an important step in estate planning, helping you manage assets, protect beneficiaries and simplify the transfer of wealth. The timeline for setting one up, however, can vary ...

You hired an attorney, signed the documents, and walked out of the office believing your family was protected for decades ...

Clients who want their beneficiaries to avoid probate often place assets in trust. Many CPAs are reluctant to take on being a trustee, which is a time-consuming responsibility. An alternative is to be ...

So, you have an irrevocable trust (or several) and you want to take a loan from the trust. While that might sound simple it really may not be as simple and you think, and you should discuss the ...

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