This ascertainable standard is frequently used by estate planners to determine how and when a trustee may make distributions, ...

A beneficiary is someone who receives a financial asset that was once owned by someone else. Choosing beneficiaries helps ...

Trustees are often given discretion over the circumstances under which a distribution may be made from a trust to a ...

An important estate planning decision that you could face when setting up a living trust is choosing a trustee or trustees to ...

A CRUT works by distributing a fixed percentage of the trust's value to beneficiaries annually, which can vary based on the ...

If a child or other beneficiary is diagnosed with a disability, it is very possible that they currently, or in the future, ...

I want to have a plan in place to make sure my daughter is taken care of if I die, so I'm making setting up a trust a ...

Communication is another key responsibility for trustees. They must keep beneficiaries informed about the trust's financial status and any significant changes. Ultimately, the decision to appoint ...