Trusts -- among the most versatile and flexible financial planning tools -- have become an increasingly common part of asset management, estate conservation and tax strategies. And no matter who you ...

A trust is a powerful estate planning tool, providing for the management and protection of your assets. Trusts come in many flavors or types depending upon the client’s goals and needs. The selection ...

When drawing up your estate plans, you might find it useful to create a revocable or irrevocable trust, either of which can help your estate avoid probate court and give you significant control over ...

Royce Ramey, CFA, is co-CEO of Versant Capital Management, a multifamily office in Dallas and Phoenix serving ultra-high-net-worth families. Trusts are a powerful tool for families to transfer their ...

Perhaps the most important decision that you can make is the selection of the person to oversee your financial affairs if you are unable to do so. This person is the successor trustee of your trust, ...

LOS ANGELES, Dec. 8, 2022 /PRNewswire/ -- Choose a trustee with the necessary technical knowledge, time, and people skills to carry out your wishes, according to the financial planning team at Los ...

Any other business: A regulatory burden that has proved too much even for some professional trustees and a challenging investment environment mean running a scheme has arguably never been harder. So ...

An important estate planning decision that you could face when setting up a living trust is choosing a trustee or trustees to oversee it. Appointing multiple trustees can enhance the management of ...

Clients with many assets often worry if these will be distributed according to their wishes after they die. When it comes to estate planning, the subject of setting up a trust is bound to be raised by ...

Tabar said the Santa Barbara Trust Company offers a community-based alternative to distant and impersonal financial ...