Angie Myers explores the growing range of ways families can invest in a child’s future, from custodial accounts and 529 plans to trusts and the new...
Choosing the right trustee for a Special Needs Trust requires more than investment expertise. Susan Zurek shares five important questions families sho...
As you may be aware, the state of Washington has signed into law a “millionaires’ tax” (S.B. 6346) that imposes a 9.9% tax on annual household i...
Trusts have long been used to transfer wealth from one generation to the next. But they can also create headaches and regrets if not carefully planned...
You want any trust you set up to support the people and organizations you love. But what if your loved ones have different – and even conflicting...
Updated April 2026 South Dakota continues to rank as one of the most advantageous states to locate a trust. The advantages of a South Dakota trust is...
As you have likely heard over the past year, the Tax Cuts and Jobs Act of 2017 (TCJA) is set to expire in January of 2026. With its expiration, import...
Many people with significant wealth have a trust (or two) in their estate plan. More often than not, the trusts funded during life are “revocable”...
The beneficiaries of a trust are fortunate. But will they make the most of their good fortune?
