Tag: Trust

Charitable Trust: Philanthropy and Retirement Income

Individuals often view retirement income planning and legacy planning as discreet exercises. In fact, these planning objectives can both be met through the use of charitable remainder trusts (CRTs), which is an irrevocable trust in which you—the donor—receive income generated by the assets donated to the trust, while the remaining assets at your death are distributed to a charity selected by you.

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The Differences Between Wills and Trusts

A will is a legal document that directs who will receive your assets upon your death, while a trust is a legal arrangement in which a trustee (someone selected by you) manages and holds your assets and, if desired, distributes income to the beneficiaries of the trust, as well as directs the disposition of the trust’s assets after your death.

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Can We Trust Too Much?

There are downsides to trust, especially too much trust. Trust can lead us to see what we want to see—a form of confirmation bias—that can adversely affect our judgment. Trust is the grease that lubricates both business and personal relationships.

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Planning for Special Needs Children

For clients who have family members with intellectual and developmental disabilities (IDD), taking care of their loved ones after they pass may be their top financial priority. One way of ensuring for the care of a family member with IDD is through the creation of a Special Needs Trust.

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