Ultimately, creating a trust is about clarity and control. It helps ensure your estate is handled efficiently, privately and according to your personal values.

A trust can be a valuable way to protect your estate, but there are many considerations to make when choosing the right type ...

Inside Dubai’s Wafi City stands a place that quietly moves the world. The world’s largest visa application centre, operated ...

Republican tax cuts and immigration crackdowns have deepened Social Security’s crisis. How to fix it without punishing working Americans.

When you think of trust funds, you probably think of super wealthy people providing their kids with access to huge amounts of ...

One effective way to make sure dependent adults are protected is to include them in a living trust. There are several considerations for providing for a dependent adult that go beyond who will take ...

An irrevocable trust, on the other hand, may be the better choice if your priority is reducing taxes and protecting assets.

In our weekly series, readers can email any question about their finances, to be answered by our expert, Rosie Hooper. Rosie is a chartered financial planner at Quilter Cheviot and has worked in ...

Although most people recognize a last will and testaments as the primary way to pass property upon death, a more powerful estate planning document, the revocable living trust, is becoming increasingly ...

An estate plan is an important milestone for many clients. The moment it’s created, it brings them a bit of relief, a sense of responsibility fulfilled and the comfort of knowing that their loved ones ...

The SPT will address the person’s need for money management assistance. If a person requires assistance with money management, this can be addressed during completion of Form 3596, PAS/Habilitation ...