legal trusts – Dyer Bregman Ferris Wong & Carter, PLLC

What Are The Most Common Misconceptions About Trust Management?

Key Takeaways Trust management is the art of ultimate oversight and maintaining legal standards of application and management, shielding beneficiaries’ interests and wishes at all costs. Knowing its purpose is key to effective estate planning. Misconceptions such as "trusts are only for the rich" or "trusts mean loss of asset control" can lead to [...]

How Can Trust Management Help You Protect Your Family’s Legacy?

Key Takeaways Trust management is essential for safeguarding family assets, ensuring proper distribution to beneficiaries, and maintaining compliance with legal and tax obligations. It ensures that the prosperity and peace of mind that come with family wealth are preserved for future generations. A trust separates the legal ownership of assets from their beneficial use, [...]