How Does a Personal Asset Trust Work? Why Choose a Personal Asset Trust? Secure Your Legacy Today When planning your estate, protecting your beneficiaries' inheritance is crucial. Most living trust beneficiaries receive their inheritance "outright," meaning assets are distributed directly to them. While this approach seems straightforward, it leaves the inheritance vulnerable to significant [...]

How Does Joint Tenancy Work? Pros and Cons of Joint Tenancy Disadvantages of Joint Tenancy Alternative to Joint Tenancy Many clients have questions about joint ownership of property and whether adding another individual to their property is a good way to pass down assets upon their death. While joint tenancy has its advantages, [...]