SYRACUSE, NY – In Central New York, families planning for the future are increasingly turning to irrevocable trusts to secure their financial legacy, minimize risk, and protect their loved ones. As a ...

As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...

When planning for the future, many people use trusts as a way to manage their assets, avoid probate, and protect their loved ones. But not all trusts are created equally. Determining which estate ...

Estate planning is an integral part of financial planning for high-net-worth clients, and a critical component involves the use of trusts. The decision whether to choose a revocable or irrevocable ...

Legal analysis reveals that standard living trusts often fail to block creditor access without supplemental offshore asset protection strategies in place. Living trusts are widely used for probate ...

Trusts can be a great tool to simplify the process of moving assets between generations, helping avoid some of the costs and delays associated with the process. Revocable trusts are a useful solution ...

Attorney-CPA Howard Rosen outlines key offshore trust asset protection principles shaping advanced wealth preservation ...

When you buy a home, the way the title is held affects how the property is managed, transferred and inherited. Some homeowners place a home in a trust to add privacy or simplify what happens after ...

When you think about setting up a trust, the first thing that comes to mind is a plan for how wealth will be passed down after you die. But there is also an asset protection trust, which protects your ...