A new concept in estate planning, well-being trusts are primarily focused on the long-term wellbeing and happiness of the beneficiaries, addressing some of the shortcomings of more traditional trusts.
We go over the best states for personal trusts, covering major considerations like taxes, privacy, asset protection, decanting, and types of trusts.
Our team traveled around the country this year to sponsor and attend estate planning and trust events, and share our expertise and knowledge through seminars and panels.
Historically, many high-net-worth families chose to create trusts offshore due to the extensive asset protection and privacy laws offered by […]
Creating a trust is a huge leap of faith for most individuals. It means trusting someone else to make decisions […]
When establishing a trust, one of the biggest concerns for a family is how the trust instrument, often an irrevocable […]
Delaware Trust Act 2023 (the “Act”) was signed into law on August 31, 2023 by Governor Carney. Below is a […]
Trusts are powerful tools for managing and distributing assets, ensuring the smooth transfer of wealth from one generation to the […]
Commonwealth Trust Company explores what a directed trust is, how it works, and the benefits it offers.