Estate Planning Series: Trusts

The Benefits of Trusts and How to Use them to Your Advantage

Find out the basics on trusts, beneficiaries and how the different types of trusts can manage a family's needs. Trusts can be used to maximize benefits for different family members, including allowing heirs to use them for medical expenses or funding education, and to protect trusts from loss of assets to creditors or in a divorce. Learn how to navigate when and how to make these choices, and how to communicate the reasons for your decisions to your heirs.