Trusts are often established as part of the estate planning process, and can be used as a tax-efficient means of passing on assets such as land, money and shares. They allow the person responsible for setting up the trust to retain a degree of control as to the way in which the assets...
There are a variety of estate planning tools that can help protect your assets – physical property or investments – so that they can be inherited. What Is a Trust? A trust is a legal entity created to hold assets for the benefit of someone other than the creator. Almost anything can ...
And when it comes to succession planning or safeguarding your assets against unforeseen circumstances, it is never too early to start. Whether you would like to set up a trust for charitable purposes, as a profit-sharing scheme for employees, or to protect your loved ones, we can act as ...
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In addition, our ongoing service to trustees includes advice on legislative changes affecting trustees and any action that should be taken to ensure the trust structure continues to meet its objectives. Inheritance tax planning We provide advice on all aspects of estate planning to mitigate inheritance...
At Puget Sound Wills we are devoted to offering complete estate planning services, from simple Wills to more complex Revocable Living Trusts.
Pender & Coward attorneys provide assistance with all facets of trust and estate planning and administration. Our attorneys often work closely with a client’s other advisors including accountants, financial planners, investment managers, trust department officers, and insurance advisors, as well as ...
The article focuses on an event hosted by the American Foreign Service Association as a part of its Federal Benefits Speakers Series on September 23, 2014 in which attorneys Jonathan Kinney and Lauren Keenan discussed the importance of estate planning, wills and trusts.Sumrak...
Select a specific Trusts, tax & estate planning service Trust Administration Duties of Trustees Family Trusts Will Trusts International Estate Planning Lasting power of attorney Trust Administration As a trustee, you are responsible for looking after assets on behalf of beneficiaries. This requires up-...
Trusts & Estate Planning is one of the most important things an individual can do to protect their family’s overall well-being and future.