When planning your estate, you should understand different trust options available, such as testamentary trusts and living ...

One of the primary benefits of a testamentary trust is its ability to provide financial security and oversight for beneficiaries who may not be ready to manage large sums of money independently.

Since many trust documents reference the HEMS standard ... or appropriate property for the benefit of the possessor which is limited by an ascertainable standard relating to the health, education ...

With a gift of $25 or more, you become a member of the Grand Canyon Trust and receive the following member benefits: A subscription to our biannual print magazine, The Advocate Invitations to webinars ...

The testamentary trust will also have a tax year-end on December 31, 2024. All other trusts are generally required to use a December 31 tax year-end. However, an exception is available for mutual fund ...