Discover how Royalty Income Trusts offer high yields and tax advantages. Learn about their benefits, risks, and how they work with energy companies like oil and gas.

Trusts are estate-planning tools, and like other estate-planning structures (like foundations or life insurance), a trust's structure will determine how assets are controlled, whether they're ...

Discover how a voting trust agreement works, transferring shareholder voting rights to a trustee for temporary company control, to prevent or facilitate takeovers.

Estate planning is a complicated matter for everyone. According to a YouGov study, 76% of Americans recognize how essential estate planning is, yet only 4 in 10 respondents have a plan in place. In ...

In simplest terms, a trust is a set of rules that govern the ownership and use of assets. Generally, as long as a rule is lawful (i.e. not sexist or racist), that rule can be included in a trust.

When your client has a significant amount of assets or an estate of significant value, passing these on to their heirs without paying hefty taxes can pose a problem. A possible solution to this is to ...

Everyone has heard the terms “will” and “trust,” but not everyone knows the differences between the two. Wills and trusts are important tools of estate planning. Each has strengths and limitations.

Trusts are estate-planning tools, and like other estate-planning structures (like foundations or life insurance), a trust's structure will determine how assets are controlled, whether they're ...