Trusts

Wealthy and Wise

How Your Trust Can Avoid Taxes by Changing States

You can completely avoid state income tax on a trust’s income based on guidelines from a recent US Supreme Court ruling. Here’s how.

Wealthy and Wise

How to Protect Your Assets Against Creditors

Be careful how you design a trust to bullet-proof your assets against creditors.

Wealthy and Wise

The Right Way to Leave a Bequest for the Care of Your Pet

Here’s what you should and shouldn’t do to provide money for the care of your pet after you die.

Wealthy and Wise

Are You a Trustee of a Life Insurance Trust? Know Your Obligations!

Being trustee of a life insurance trust is not just an honorary title—you really do have some key responsibilities that you must perform.

Trusts

Can You Trust Your Trust?

To Protect Your Family, Avoid These 4 Big Traps Whether you are wealthy or not, a well-designed trust can make…