Clients generally have several key desires regarding their trust planning. These desires, prioritized differently by each client, are: some form of governance structure for the family trusts; privacy; ...

Whether you’re creating legacy wealth or avoiding probate, a family trust can be a powerful tool—but it’s not right for everyone Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is ...

Brett David Freudenberg and Melissa Belle Isle do not work for, consult, own shares in or receive funding from any company or organization that would benefit from this article, and have disclosed no ...

A family trust can provide a structured plan for distributing assets, avoiding probate and distributing timely inheritance for beneficiaries. It can also offer tax benefits by potentially lowering the ...

As the families you serve accumulate wealth, trusts offer protection, growth, and efficient transfer from an individual (or grantor) to beneficiaries. While previously thought to be reserved for the ...

But with increased attention from theATO, and rules becoming more intricate, the use of these trusts is now under a sharper spotlight. For those hoping to benefit, understanding how they work, and ...