If you're new at leading or managing, you need tangible, real-world information about all sorts of topics to enable you to succeed as a newly appointed leader. But, one of the first topics on your ...

The basics of trusts are easy to understand. Trusts are legal entities that allow one party to manage assets for the benefit of another. They involve three key roles: the grantor who establishes the ...

Trusts are ubiquitous in asset protection and estate planning. Regardless of a client’s wealth level, he should be using trusts to avoid problems such as a minor child inheriting money outright; ...

Grantor trusts allow for tax deductions on income generated by trust assets whereas non-grantor trusts do not allow for these deductions. It is crucial for people to carefully decide which type of ...

My clients sometimes come to me because somebody (a neighbor, their hair dresser, a radio commercial) has told them they “need a trust.” This is a little bit like going to the doctor and saying “I ...

WAUSAU – Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals.