types of trusts

12 Sep What Is a CRT and When Would I Use It?

Posted at 12:31h in Estate Planning by phelps-admin

Are you curious about a charitable remainder trust (CRT) distribution or how it relates to estate planning? Learning more about estate planning vehicles like irrevocable trusts and charitable remainder trusts will help you select the right ones for your situation. We’ll cover those topics here and...

types of trusts - front view of a large stone house

18 Aug Types of Trusts Used in Estate Planning

Posted at 11:51h in Estate Planning, IRA Inheritance Trust, Living Trusts, Special Needs Trust, Veterans Asset Protection Trust by phelps-admin

There are many kinds of trusts, and sorting through which one is right for your estate plan can feel a little like trying to figure out the best car to buy among the more than 240 models available in the United States. Fortunately, there are...

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