Why and How to Change an Irrevocable Trust

by Jessica Asselin | Mar 17, 2026 | Estate Planning

Takeaways “Irrevocable” isn’t always final: While most trusts become “irrevocable” (unchangeable) after the creator (grantor) dies, this doesn’t mean they are totally untouchable. Why trusts may need fixing: Problems arise when laws change, family situations evolve...

A Creative Way to Craft Your Estate Planning Legacy

by Jessica Asselin | Feb 18, 2026 | Estate Planning

Takeaways Estate planning isn’t just for the ultra-rich; trusts are valuable tools for anyone looking to structure wealth transfer, protect assets, and minimize conflict, regardless of the inheritance size. Proactive communication is key. Families should discuss...

How Charitable Remainder Trusts Fit into an Estate Plan

by Jessica Asselin | Sep 18, 2025 | Charitable giving, Estate Planning

Takeaways A charitable remainder trust (CRT) is an estate planning tool that allows you to donate to charity while receiving income for a set term, blending philanthropic goals with financial strategy. CRTs offer such benefits as tax deferral and income streams, but...