Which Trust Structure Is Right for Your Client? A Financial Advisor’s Guide to Five Common Trust Planning Scenarios
Instead of treating every trust the same, successful financial advisors recognize that different clients require different trust structures. A business owner preparing an exit strategy has different planning needs than parents of a child with special needs. Likewise, a family focused on preserving generational wealth requires a different approach than a client who wants to […]
Why Trust Situs Matters: What Financial Advisors Should Know About One of the Most Overlooked Planning Decisions
When advisors discuss trust planning with clients, the conversation often centers on beneficiaries, trustees, tax strategies, and investment management. One critical decision, however, is frequently overlooked: trust situs. For many clients, trust situs can influence how a trust is administered, the flexibility available to future generations, and the long-term effectiveness of an estate plan. Yet […]