Trust Update Newsletter

Back to Investing Basics

With the broad sell-off in stocks in the last two months of 2018, followed by gains in the early months of 2019, volatility has returned as a factor for investors to take into account…

Estate Planning

Cosden’s revocable trust became irrevocable at her death in 2010. The trustees of the trust were Yvonne’s only Yvonne child, Christopher, and Yvonne’s personal assistant and friend, Joseph Horgan…

Total Return Trusts

Trust income shall be paid to my wife at least annually, and the trust remainder shall be paid to my children at her death.” That common phrase, familiar to generations of trust lawyers, sounds simple, but it is not. What is “income”?

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