Get Our Trusts & Foundations Guide

Achieving a client’s goals requires their participation. To effectively participate in their trust or foundation planning, clients need to have a basic understanding of them. That’s why we developed this guide.

This guide explains the concepts of both trusts and foundations, their benefits, and the parties to each. It also discusses distribution provisions, how to maintain flexibility, and management, including the advantages and disadvantages of professional vs. private management. 

This is the exact same guide Jimmy gives his private clients to educate them on trusts and foundations.