Trusts

Trusts explained

Trusts can be used to manage your estate assets, provide tax reduction and deferral opportunities, fund allowances and endowments for family members, serve as tax-advantaged strategies for charitable gift-giving, provide ownership privacy, and much more. Read more on this topic.

The Benefits of Testamentary Trusts

Testamentary trusts can provide both significant tax and non-tax estate planning benefits, but are often overlooked in estate planning. Read more on this topic.

When is a Trust Really a Trust?

Trusts are simple arrangements whereby the settlor of the trust places property in it for the benefit of one or more beneficiaries. The settlor will also appoint a trustee whose job it is to ensure the terms of the trust are followed. These terms and any other rules required for the operation of the trust are established by the settlor. Read more on this topic.