2018 America’s Most Advisor-Friendly Trust Companies
The Wealth Advisor has released its top picks for the 2018 America’s Most Advisor-Friendly Trust Companies, and Premier Trust just… Read More
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What is the Difference Between a Will and a Trust?
The two most common documents in an estate plan are a “will” and a “trust.” While most people have heard… Read More
The 5 Steps to Administer a Trust
So, your friend or family member chose you to serve as successor trustee for their trust and the time has… Read More
Why Use a Corporate Trustee?
One of the most important decisions you will have to make when creating or updating your estate plan is appointing… Read More
Can a Nevada Asset Protection Trust Protect My Assets from Divorce?
Regardless of net worth, social stature, or occupation, everyone potentially shares the most common creditor, a divorcing spouse. Almost 50… Read More
Everything You Need to Know About a Self-Directed IRA
What is a Self-Directed IRA? An Individual Retirement Account is a personal savings plan that allows one to save for… Read More
The 4 Things You Need To Know About A Nevada Asset Protection Trust
Nevada Asset Protection Trust 1. A Nevada asset protection trust (self-settled spendthrift trust) is an irrevocable trust in which the… Read More
Top 10 Reasons to Review and Update your Client’s Estate Plan
Top 10 Reasons to Review and Update Your Client’s Estate Plan Once most people draft their will or trust,… Read More
7 Reasons Why Your Client Might Need a Revocable Trust
7 Reason Why Your Client Might Need a Revocable Trust A revocable trust can be an extremely powerful and… Read More
The Three Ways A Successor Trustee Comes Up To Bat
The Three Ways A Successor Trustee Comes Up to Bat 1. Resignation All creators of a revocable living trust… Read More