Estate planning is an integral part of financial planning for high-net-worth clients, and a critical component involves the use of trusts. The decision whether to choose a revocable or irrevocable ...

Learn how trust funds work, their benefits, and the differences between revocable and irrevocable funds. Understand how they manage and protect assets for beneficiaries.

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 ...

When planning for the future, many people use trusts as a way to manage their assets, avoid probate, and protect their loved ones. But not all trusts are created equally. Determining which estate ...

SYRACUSE, NY – In Central New York, families planning for the future are increasingly turning to irrevocable trusts to secure their financial legacy, minimize risk, and protect their loved ones. As a ...

Most trusts are revocable trusts. However, there are a few scenarios where an irrevocable trust is necessary. For example, some people choose an irrevocable trust when they have a large estate that ...

Revocable trusts offer flexibility but less protections. Irrevocable trusts limit your control but provide more protections. Work with an expert to help you decide which is best for you. Which type of ...

Trusts can be a great tool to simplify the process of moving assets between generations, helping avoid some of the costs and delays associated with the process. Revocable trusts are a useful solution ...