Trusts are estate-planning tools, and like other estate-planning structures (like foundations or life insurance), a trust's structure will determine how assets are controlled, whether they're ...

Estate planning is a complicated matter for everyone. According to a YouGov study, 76% of Americans recognize how essential estate planning is, yet only 4 in 10 respondents have a plan in place. In ...

In simplest terms, a trust is a set of rules that govern the ownership and use of assets. Generally, as long as a rule is lawful (i.e. not sexist or racist), that rule can be included in a trust.

Here is a rundown of the most common myths surrounding the trust funds that prop up Social Security and the facts that all ...

When your client has a significant amount of assets or an estate of significant value, passing these on to their heirs without paying hefty taxes can pose a problem. A possible solution to this is to ...

News that Patagonia’s ownership was transferred into a perpetual purpose trust has sparked so much conversation that it even trended on Twitter. But misinformation spread along with it. Next City ...

A unit trust is an investment, usually good for beginning investors, that is similar to, but not the same as a mutual fund. Unit trusts pass profits directly to investors instead of reinvesting them ...

Trusts are estate-planning tools, and like other estate-planning structures (like foundations or life insurance), a trust's structure will determine how assets are controlled, whether they're ...