Our Blog - Surety Matters

…Law Group offer additional examples of trusts, including these two types of irrevocable trusts that may also help families achieve specific goals: Children’s or Grandchildren’s Irrevocable Education Trust: A trust…

families to figure out how to finance the next wave of education for the young.  Opening Doors: A 529 Plan and A Trust? Saving for education is a major goal…

Grantor, or Trustor who transfers property to a Trustee chosen by the Settlor. The Trustee holds that property for the trust beneficiaries. The beneficiary of a trust can be an…

…role of trustee, and the advantages and types of professional trustees. Trusts and Professional Trustees Explained By establishing a trust , the grantor (person setting up the trust) can plan…

inheritance. This is the most straightforward method of distribution. Periodic trust distribution: The trustee will be required to distribute a predetermined portion of the trust at predetermined times. Sprinkling trust…

trustee—choose wisely!” Before appointing a  trustee, incorporate as much detail as possible about the purpose and terms of the trust into the trust agreement. Then consider the qualities, skills and…

 Achieving educational goals can be life-changing—as is the gift of paid tuition! A trust can be a great way to gift education to family members. Unlike a will, a trust,…

…family education trust to hold one or more 529 plans proves to be an excellent vehicle for saving and safeguarding funds earmarked for education, since a trust: Permits you to…

create a special needs trust, you will need to name a trustee or trustees to manage the trust assets for the benefit of your child. Choose someone you know who…