Think estate planning is only for the wealthy? Think again. In this episode of the HerMoney Podcast, Jean Chatzky sits down with elder law attorney and former NY State legislator Ann-Margaret Carrozza ...

Trusts serve a variety of tax, asset protection and estate planning purposes for families, and over the years different types of trusts have evolved to best serve families’ planning needs and ...

While a Will ensures a simple transfer of assets, a trust provides a long-term strategic framework for wealth protection, business continuity ...

When planning your estate, you should understand different trust options available, such as testamentary trusts and living trusts. A testamentary trust is created through a will and only becomes ...

Expert advice on the legal requirements, documentation, and essential structuring needed to establish a robust family trust for long-term wealth protection ...

As trusts have become more prevalent in the past few decades, trust litigation has increased. Some settlors are trying to keep their trusts out of the courts by inserting an arbitration clause in the ...

SYRACUSE, NY – Central New York business owners seeking to protect company continuity and avoid probate delays can use revocable trusts as part of comprehensive succession planning. Syracuse revocable ...

Using the metaphor of a bridge, Maria Papacosta’s model reveals how four forces interact—why trust is the foundation, why influence directs movement, why power reinforces and why authority governs ...