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Simple definitions to help you make sense of how trusts can protect your wealth. Designed to educate and empower you to work as a partner with the financial professionals you hire and understand their recommendations. These are some of the most important terms to learn to gain a better understanding of trusts and how they can safeguard your property.

While there are many ways to accomplish your charitable giving goals both during your lifetime and after your death, one of the simplest and most effective ways can be to designate a charitable beneficiary for your individual retirement account, or IRA. Here’s why we often recommend that our clients consider this approach.

Trusts can be intimidating. Few of us grow up learning what they are, and unless we study law or finance, they often remain a mystery. It’s not surprising, then, that so many families make mistakes with trusts. However, with the right education and guidance, you can avoid these common errors, protect your assets, and preserve your wealth.