Financial advisors and tax professionals seeking to help clients protect trust assets in the event of divorce, lawsuits or an extravagant heir should know the basics of a spendthrift clause.

I am often asked about the difference between wills and revocable trusts, so I thought it important to explain the purpose of each. Wills and revocable trusts basically do the same thing – each is a ...

If you have a will or trust, congratulations. But you’re not done with estate planning.

Financial planner Barbara Bilello likens wealth management to a car, in which an estate plan is part of the body and investment or portfolio management is the engine, she said. Processing Content ...

TAMPA (BLOOM) – It’s never too early to start estate planning. Attorney at Law, Patrick L. Smith, joins Gayle Guyardo, the host of the nationally syndicated health and wellness show, Bloom, to discuss ...

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 ...