Trust | Global Wealth Advisors
What should be included in a trust document and pen.

January 5, 2022

By Kris Maksimovich, AIF®, CRPC®, CRC®: One of the largest financial planning misconceptions people hold is that having a will ensures their property will transfer quickly to their heirs. The truth is, whether you have a will or not, Read More...
Using a Charitable Remainder Trust for the Sale of an Appreciated Asset file folder.

January 3, 2022

Presented by Gerard Longo, AIFA®:  A charitable remainder trust (CRT) is an irrevocable trust that allow donors (called grantors) to give money or Read More...
Considerations in trust funding image of engraved word in stone.

August 9, 2021

Presented By Tom Kennedy, CFP®: A trust is a common estate planning tool that seeks to manage and control the distribution of your assets in the Read More...
Trust income tax depicts a businessman writing.

August 28, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: Rule #1: When in doubt, refer to the trust document; an investment policy for a trust cannot be created Read More...
Irrevocable life insurance trusts with umbrella covering dollar sign from rain.

May 19, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: There are many reasons to own life insurance—as a means to pay off a mortgage, to provide for Read More...