Learn how irrevocable trusts protect assets, reduce estate taxes, and provide long-term financial control by placing wealth ...

In the complex world of estate planning, irrevocable trusts offer a robust mechanism for protecting assets from various threats, including bankruptcy and divorce. This article delves into the specific ...

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 ...

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 ...

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 ...

The Massey Family’s $10M Settlement: A Win, But What’s Next? Sonya Massey’s tragic death was yet another painful reminder of the deep racial injustices that persist in America. On July 6, 2024, Sonya, ...

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 ...

While both types of trusts have similar benefits like avoiding probate and reducing tax burdens, these trusts have nuances that must be seriously considered, as these can impact investors’ financial ...

What to consider before downsizing.

As we age, many of us will need some form of long-term care, whether at home or in a facility. With nursing home costs ...

A trust is a fiduciary arrangement that allows a third party -- the trustee -- to hold assets on behalf of beneficiaries, and lays out how and when those assets are to be distributed. They can be ...