I am often asked about the difference between wills and revocable trusts, so I thought it important to explain the purpose of each. Wills and revocable trusts basically do the same thing – each is a ...

The basics of trusts are easy to understand. Trusts are legal entities that allow one party to manage assets for the benefit of another. They involve three key roles: the grantor who establishes the ...

Trusts are key tools in estate and legacy planning. There are different types of trusts clients can use depending on their goals. Goals are always the starting point when creating a plan. From there, ...