Trust protectors -- long popular in offshore trusts set up by high rollers -- are growing more common in trusts established here in the U.S. by less affluent folks. A trust protector is someone who is ...

Unanticipated changes in the law or circumstances may derail a careful plan to preserve a client’s intent to transfer wealth through trusts. A “trust protector” originated from a need to protect ...

Establishing a trust is something you might consider if you’d like to take estate planning beyond a simple will. Naming a trustee is an important part of the trust creation process but you might find ...

As trusts gain momentum, Zurich's updated master trust coverage helps banks, wealth managers and fiduciaries insure trust-held real estate with less complexity, greater consistency. To simplify asset ...

Many clients want to give their children full access to their inheritance but then control where the money goes after the children die. Most people will use a trust as the estate planning tool to ...

With the escalating costs of long-term care, seniors are increasingly recognizing the importance of protecting their assets. A Trust is a core part of an asset protection plan, but one that requires ...

As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...

I've written before about the individual power of tools like deferred sales trusts, asset protection trusts, limited partnerships and irrevocable life insurance trusts. Each one, on its own, can solve ...