by Vail Gardner | Oct 27, 2022 | Estate Planning
If you’re looking for a way to leave a lasting legacy for your family, dynasty trusts can be a solution. A dynasty trust is an irrevocable trust that can span more than two generations and offers a variety of tax benefits and asset protection features. Because...
by Vail Gardner | Oct 19, 2022 | Estate Planning
A blind trust is a special type of trust that allows you to remain anonymous. It is a legal framework giving a “trustee” control over trust assets. A blind trust can help you avoid conflicts of interest or maintain your financial privacy. They can also...
by Vail Gardner | Oct 14, 2022 | Estate Planning
When it comes to estate planning, many people have the mistaken impression that a will is their only option. However, trusts can be a powerful tool for protecting your assets and ensuring your family has a level of care for their long-term future. Let’s look at...
by Vail Gardner | Oct 7, 2022 | Blog
If you have a loved one with special needs, it’s essential to understand the new rules for special needs trust establishment. Under the new regulations, there are more options than ever when setting up special needs trusts for your loved one. You can choose the...
by Vail Gardner | Sep 29, 2022 | Special Needs Planning
If you have a loved one with special needs, you may wonder if a third-party special needs trust is right for them. This type of trust has several benefits that can be very helpful for those with disabilities. Let’s take a closer look at this type of trust and...
