What is a Directed Trust?

Learn how directed trusts separate responsibilities between trustees and advisors to provide flexibility, control, and access to specialized expertise.

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Directed Trusts vs. Traditional Trusts: Similarities and Differences

Learn how directed and traditional trusts differ in structure, duties, and when a directed trust may better suit your estate planning goals.

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The Difference Between Directed Trusts vs Delegated Trusts

Explore the differences between directed trusts and delegated trusts, including their benefits, flexibility, and which is best for your needs.

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What Are the Fiduciary Duties of A Directed Trustee?

Explore the fiduciary duties of a directed trustee in managing compliance, record keeping, reporting, and administration of directed trusts.

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An Introduction to Beneficiary Well-Being Trusts

Discover well-being trusts, a revolutionary estate planning approach that prioritizes beneficiary happiness and education over traditional wealth preservation.

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What a Beneficiary of a Trust Should Know

Educated beneficiaries of trusts maximize trust benefits. In this article, learn the basics of what trusts are and how they work.

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Bridging the Knowledge Gap: Educational Strategies for Beneficiaries of Silent Trusts

Silent trusts protect wealth, but without financial education, they risk leaving heirs unprepared to steward family wealth responsibly.

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