Author: Jaclyn Ford-Grella

Saving for retirement is an important...

Self-Directed Individual Retirement Accounts (IRAs) have grown in popularity in the field of retirement investing & planning...

Transferring your real estate to a trust is a wise and strategic estate planning action that may provide several benefits, such as asset...

Trusts and wills are important legal instruments in estate...

An irrevocable trust is a legal arrangement in an individual, the “grantor” transfers assets or property to a trust is managed by a trustee, for the benefit...

Asset protection trusts (APTs) are a type of legal trust which aims to protect assets from creditors and legal claims. A trust is a legal agreement between a grantor...

Securing one's wealth against potential creditors and lawsuits has become a priority for many these days. An asset-protection trust offers a viable solution to safeguard assets, but it is crucial…

Building wealth takes time and effort, and it is essential to protect it from potential risks that can compromise your financial security...

In the intricate landscape of business operations and asset management, trusts play a pivotal role that can significantly impact the way businesses operate and secure their assets. But what are…

In the realm of estate planning and philanthropy, charitable lead trusts (CLTs) stand out as a unique tool for achieving philanthropic goals while offering potential financial benefits. Understanding how these…