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For many of us, the image evoked by the words "trust fund" is one of wealthy people living on the interest earned on "old money" (i.e., the family trust fund).

Caring for a child or an adult with special needs can be emotionally challenging for parents, family members, and other caregivers.

While most people may be resigned one way or another to the inevitability of taxation, many may be unaware that they have a choice regarding the form in which their contribution to society is fulfilled.

Asset preservation goes hand-in-hand with wealth accumulation. The Federal estate tax law makes planning your estate and staying abreast of legislative changes essential.

Trusts are valuable tools that can help you and your family achieve a variety of financial and estate planning goals.

Trusts are legal arrangements that provide direction for how you want certain assets managed, for the benefit of one or more named individuals or groups, both during your lifetime and at death.

A trust is designed to help individuals manage a variety of family and tax-related estate planning concerns. Here are a few ways in which trusts can be used.

The following glossary provides a brief description of various types of trusts. Because trusts are complex, it is essential that you consult a professional.

In the summer of 2017, Stan lost his wife of 69 years from stroke-related complications. Joan was 95. And less than 8 months later, there were news reports that Stan was in a nasty battle for his care and estate with his 67-year old daughter.