Do you employ an irrevocable trust or trusts as part of your estate plan? You need to review your irrevocable trust to ensure it still delivers the benefits intended. It is generally possible to ...

I often meet with clients who have established an irrevocable trust or are beneficiaries of an irrevocable trust established by a deceased family member. Usually, these clients believe that the terms ...

Consider ease of set-up, ability to modify, asset protection, and tax benefits Greg DePersio has 13+ years of professional experience in sales and SEO and 3+ years as a writer and editor. Anthony ...

When deciding between a revocable vs. irrevocable trust, you should consider your net worth and what type of tax shelter your heirs may need. Although it may be tempting to set up a will and consider ...