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.
Everyone has heard the terms “will” and “trust,” but not everyone knows the differences between the two. Wills and trusts are important tools of estate planning. Each has strengths and limitations.
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 ...
You may be hearing a lot about community land trusts right now. They’ve become a popular answer to the question “How will we prevent displacement?” or “How do we keep housing permanently affordable?” ...
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 ...
Social Security is America’s most expensive program, accounting for more than one in five dollars in the federal budget. A perennial political hot-button topic, Social Security is subject to political ...
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 ...
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