Knowledge Base : Articles

Articles - 15 min

How Are Life Insurance Trusts Used?

There are several common reasons life insurance trusts are used in an estate plan. Life insurance is an extremely valuable financial planning tool, that when combined with the flexibility and protections of a t...

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Articles - 15 min

What Is a Life Insurance Trust?

By Amber Gunn, CTFA and Mariam Hall As the name suggests, a life insurance trust is a trust designed to own life insurance. This type of trust will most often be irrevocable. An irrevocable life insurance trust...

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Articles - 15 min

Trust Jurisdiction Comparison Guide

Alaska, Nevada, and Delaware share many of the same benefits for the creation and administration of modern trusts. The choice of one over the other comes down to what specifically a grantor is trying to accompl...

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Articles - 15 min

Leading States For Trusts

Alaska, Nevada, and Delaware all share many of the same benefits for the creation and administration of modern trusts. All three state allow for directed trusts, dynasty or perpetual trusts, self-settled asset ...

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