Advisors often include irrevocable trusts as part of a comprehensive estate plan to achieve both tax and non-tax goals. The use of irrevocable trusts can cause apprehension because of the perception that irrevocable trusts are inflexible in changing circumstances. This article explores how the use of a trust protector may provide flexibility in an irrevocable trust to address these concerns. Read on to learn more.
- Estate Planning Reduces Stress During High Anxiety Times - December 16, 2021
- Changing “Irrevocable” Trusts Through Use of a Trust Protector - November 4, 2021
- Advantages of Using a “Grantor Trust” in Planning - October 14, 2021