Estate Planning Series: Tailoring Trusts for Estate Control

Using Individual Circumstances to Create Trusts That Serve Your Legacy and Heirs

Find out how to control when and how your heirs can receive the inheritance you plan to leave. Individual needs of grantors and heirs vary. So while it’s natural to think of giving each child an equal inheritance, doing so doesn’t always fit with the children’s needs or your personal objectives and values. Find out about incentive trusts, that reward behaviors that further family values or heirs’ individual talents, disincentive trusts to discourage certain behaviors and what to do to minimize issues down the road.