spendthrift protections

Top 5 Reasons to Use a Revocable Living Trust

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revocable living trust, image of middle-aged woman sitting alone, gazing in apparent thought

Far too many people assume that a simple will is the estate planning document to use unless you’re a multimillionaire. In reality, this is probably the most widely embraced myth in our field. Granted, a will can suffice when the situation is extremely simple and straightforward. However, there are many different types of trusts, and … Read more

An Incentive Trust Can Provide Peace of Mind

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incentive trust, image of parents teaching child to ride a bike

Estate planning is about more than distributing assets. It’s also about ensuring your wealth is used wisely by future generations. An incentive trust can help you achieve this goal by encouraging specific behaviors or accomplishments among your beneficiaries. This flexible tool lets you establish conditions for asset distributions, providing peace of mind that your legacy … Read more