Can a CRT own high-yield municipal bonds?
Collateralized Repurchase and Financing Transactions (CRTs) are complex financial instruments, and the question of whether they can own high-yield municipal …
Collateralized Repurchase and Financing Transactions (CRTs) are complex financial instruments, and the question of whether they can own high-yield municipal …
Maintaining a living trust isn’t a “set it and forget it” process; life changes, and your trust needs to reflect …
The question of preserving family legacies is deeply emotional, and fortunately, estate planning tools exist to safeguard treasured possessions beyond …
Navigating the financial aspects of caring for a loved one with special needs requires careful planning, and a crucial component …
Yes, a parent can absolutely set up a special needs trust for their child, and it’s a remarkably common and …