Trusts can provide protection for your beneficiaries, help reduce taxes, and allow for your assets to be distributed according to your wishes. However, not all trusts are created equal, and choosing the right one for your estate plan requires careful consideration. In this article, we’ll explore 5 different types of trusts that we commonly draft in our office, as well as their advantages and limitations.
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Laura Blumenstiel, J.D.
Why Staggered Distribution is a Smart Choice for Revocable Living Trusts
While there are many ways to structure a trust, one option worth considering is a staggered distribution plan. In this blog post, we'll take a closer look at what this means and why it might be the right choice for your family.
Gregory S. DuPont, JD, CFP
Survivor's Trust vs. Joint Trust
A joint trust can be structured so that when one spouse passes away, the trust is split into two sub-trusts: a survivor’s trust and a decedent’s trust.
Gregory S. DuPont
Dealing with Elder Care Issues
As Americans continue to live longer, many of today’s retirees are finding it necessary to help elderly parents or relatives manage their personal and financial affairs.