Archives for September 2023

Difference Between Joint Trusts vs. Separate Trusts

Trusts can be a vital tool in estate planning. If you’re married, one option to consider is whether to establish a trust for your assets. A trust is a legal arrangement that allows you to appoint someone (called a trustee)...

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Recommendations and Tips for Selecting the Right Trustee

When setting up a trust to manage your wealth, one of your most important decisions will be picking the right trustee. There are many factors and considerations to weigh when selecting a trustee, including whether to nominate co-trustees or successor...

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