JULY 2018 - Smart Ways to Take Control Of A Trust

An often overlooked blind spot - Effective Control of a Trust

As you may know, trusts can be a good tool for minimizing taxes, transferring wealth and protecting assets. You may have already set up a trust, or you may hold an inheritance you received in a trust created decades ago.

One challenge can arise when families give up more control over their trusts than they need to, which can potentially put their goals for their trusts at risk. This month’s Newton's Laws report, Smart Ways to Take Control of a Trust, sets out three options for helping ensure that you’re in the driver’s seat when it comes to maximizing your trust’s effectiveness. 

Smart Ways To Take Control of a Trust