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Education Trust

Transferring Education Savings Accounts to a Trust...

UGMA/UTMA accounts mature when the Beneficiary reaches the age of 18 or 21 (depending on the state)....

Irrevocable Trust College Savings Education Trust

How Parents Reduce The College Tuition & Income Ga...

Tuition costs have risen at a yearly rate that is far greater than the growth of the median househol...

Family Trust Combined Family Trust

[Infographic] 11 Reasons Your Family Should Have a...

The notion that “all families should have a family trust” is one that many of the financially savvie...

College Savings Education Trust

The Better Alternative to Coverdell ESA That You D...

Explaining the Coverdell ESA

Trust Fund Life Hacks

How to Create a Trust Online with Kiss Trust

Watch how to create a trust online with Kiss Trust using TrustWare! Don't worry about complicated tr...

Small Trusts

Kiss Trust Makes Small Trusts Affordable For All F...

Breaking the Barriers of Trust Accessability

College Savings UTMA

Parents Are Rolling UTMA & 529 Plans into a Trust ...

The Shortcomings of Traditional College Saving Plans

College Savings UTMA

What Happens To an UTMA Account When a Child Plans...

Not all beneficiaries will attend college, but they will still have access to the funds in their UGM...

The Surfer and the UTMA (How It All Went Wrong For...

When a passion for surfing led to unwarranted injuries, Skyler sought aid from his UGMA. Quickly, th...

Irrevocable Trust UGMA UTMA

Your Children May Be Endangered... By The Very UTM...

Trust Fund UGMA UTMA

True Story: Can a trust fund provide protection wh...

A diagnosis of mental illness is always tough on both the patient and the close friends and family m...

Financial Aid UGMA UTMA

How UTMA/UGMA Custodial Accounts Impact Student Fi...

Parents should understand how UTMA and UGMA accounts could impact FAFSA eligibility for their childr...

UTMA

The Uniform Transfer to Minors Act (UTMA) Explaine...

Student Financial Aid Financial Aid UGMA UTMA

7 Hidden Setbacks to UTMA and UGMA Custodial Accou...

UGMA UTMA

How A Trust Protected UTMA Assets From Poor Choice...

UTMA assets are not protected against poor decisions or frivolousness, but there is a way to protect...

UGMA

The History Of The UGMA Account

Trust By Will

A Short Story: How Uncle Joe's Family Was Saved By...

Gift Trust Gifting

How To Benefit By Gifting Into A Kiss Trust

By simply being generous throughout your lifetime and utlizing these exemptions, you can reduce your...

Irrevocable Trust

How Kiss Trust Bad Behavior Penalty Options Keeps ...

Better control how your trust's assets will be used. Kiss Trust's Bad Behavior Penalty options gives...

Coogan Trust

4 Ways Coogan Trusts Changed The Child Acting Indu...

Jackie Coogan, the famous child actor robbed by his mother of his career earnings, had inspired the ...

Trust Fund

How Trust Funds Can Encourage Good Behavior

Trust Fund

How Rising Interest Rates Affect Trust Planning

Rising rates have implications, good and bad, but some economists suggest that the rate hike has num...

Divorce Trusts

How To Protect Your Family's Financial Future In A...

Investment Ideas

How Risk and Reward Influence Your Trust Fund Inve...

How A Risk Tolerance Test Can Help You Diversify Y...

Holiday Trust

Safeguard Your Christmas Gifts With An Irrevocable...

College Savings

Saving For College: 529 Plans, UTMAs, and College ...

As tuition costs rise parents are searching for a multipurpose savings account, which goes beyond 52...

Robo-Trustee

Online Banking And Trust Services Are Made For Agi...

Financial institutions with the experience and talent to offer online services are better situated t...

Estate Planning Inheritance Trust Heir

Building and Protecting a Child’s Fortune

A Short Story: A Trust By Will –– A Trustee by Dec...

Here at Kiss Trust, we frequently see the repercussions of a poorly planned inheritance and try to h...

Savings Trust Gift Trust

The Holiday Gift That Keeps Giving: A Savings Trus...

Kiss Trust wants to make your holiday season the best it can be, for you and your family. You're now...

Trust Fund DIY New Child Gift Trust

Unique Baby Shower Gift Ideas

Teen Mom Accused of Looting Daughters’ Trusts

You may be familiar with reality TV personality, Leah Messer, who is known for her role on Teen Mom ...

Maximize Your Estate Planning Efforts

Whether your estate is big or small, complicated or simple, it is imperative to maximize your estate...

Trust Fund New Child

Navigate Through a New Financial Landscape After a...

Planning for a newborn takes a lot of work – like planning the nursery, stocking up on diapers, and ...

Trustee Family Trust

The Risk of Using a Personal or Family Trustee

Carefully consider the risks of choosing a family member as a personal trustee. While it may seem th...

Family Trust

New Baby, New Finances

Having a baby is a life-changing event. Your focus shifts to the new life that has joined the family...

Irrevocable Trust

Compliment Your Final Will with an Irrevocable Tru...

Final wills and testaments are a good tool to plan for your family's future, but might not cover all...

Simpsons Co-Creators Estate and Beneficiaries Suff...

 

Irrevocable Trust

What You Don't Know About Irrevocable Trusts

Estate Planning

Estate Planning Tips for Baby Boomers

It is now prevalent for baby boomers to begin to plan for their estate. Here are a few tips in handl...

Irrevocable Trust revocable trust Inter Vivos Trust

Revocable Living Trusts are Companion Trusts

Revocable Living Trusts are a good tool to begin to plan for your estate, but they are not the end-a...

Trust Fund Inheritance Trust Financial Planning

Inheritance Trusts Can End the Shirtless-to-Sleeve...

  Inheritance Trusts can end the 'shirtless-to-sleeveless in three generations' cycle in just one da...

Estate Planning Irrevocable Trust Trustee Sleeping Trust life insurance

A Sleeping Trust Solution

Sleeping trusts are a valuable asset to parents who are beginning to plan for their family's future.

Estate Planning Sleeping Trust Quiet Trust

The Solution to Affluenza: Quiet Trusts

Quiet Trusts are used for many different purposes, since they have many different benefits, such as ...

Fiduciary Duty Fiduciary Roles Robo-Trustee Fiduciary Relationships

The 5 Roles of Your Fiduciary

Fiduciaries often take many roles when performing their job. Not all are the same, despite following...

Estate Planning Trustee Financial Advisor Wealth Management Robo-Trustee Robo Advisor

Robo-Advisors Meets Robo-Trustees

Trustee fiduciary Prudent Man Rule Fiduciary Duty

Fiduciary 102 –– Fiduciary Duties

Trustee fiduciary Prudent Man Rule Fiduciary Duty

5 Frequently Asked Questions About Fiduciaries

If you do not understand the roles of a fiduciary you probably should, but you are not alone.    As ...

taxation of trust kiddie tax

Taxation of Trusts Simplified

You can secure a sound financial future for your beneficiaries, while being tax efficient. Learn abo...

Life Insurance Trust Beneficiary Change Beneficiary

Changing Your Life Insurance Beneficiary (And Why ...

Important facts about changing your life insurance beneficiary to a trust – it might just save their...

Blended Family Trust

Blended Family Estate Planning

Estate planning can already be a daunting task. But, estate planning for a blended family can be ent...

Children's Savings Trust

Advantages of Children's Savings Trusts

The advantages of children’s savings trusts greatly outweigh conventional savings methods for childr...

Opening a Trust Fund

The Seven Steps to Opening a Trust Fund

Opening a trust fund can be both intimidating and complicated. Below we have listed the step-by-step...

DIY Affordable and Secure Do It Yourself

Making Financial Do It Yourself Affordable and Sec...

In the ever-expanding world of technology and the thriving market for applications, “Do It Yourself”...

Coogan Trust

Ten Facts You Need to Know About Coogan Trusts

There was a time in Hollywood’s history when the financial well-being of a child performer was merel...

Special Needs Trust

3rd Party Special Needs Trusts vs HESM Trusts

According to the U.S. Census Bureau, nearly twenty percent of U.S. children under the age of 18 have...

Irrevocable Trust Student Financial Aid

Maximize Student Financial Aid With an Irrevocable...

Savings Trust

The Versatile Savings Trust

Trusts are legal documents or arrangements that provide for the ownership, management and distributi...

Estate Planning Testamentary Trust Inter Vivos Trust

Inter Vivos (While Living) vs. Testamentary Trust ...

During final estate planning, it is all too common for an individual or even their financial advisor...

Life Insurance Trust Sleeping Trust

Why Name a Sleeping Trust as Beneficiary of Life I...

Once an individual arranges for a life insurance policy, the tendency is to set it and forget it, bu...

Irrevocable Trust Trustee

What Is Irrevocable About an Irrevocable Trust?

Confusion often surrounds irrevocable trusts because their purpose and definition and are frequently...

Estate Planning revocable trust Financial Advisor

Advisor Series #3: Revocable Living Trusts – Unse...

Today it is almost automatic for financial advisors to create “Revocable Living Trusts” (RLT) for th...

Blended Family Trust Irrevocable Trust Inheritance Trust revocable trust Financial Advisor

Advisor Series #2: Revocable and Irrevocable Trust...

There is much misinformation and misconception surrounding revocable living trusts and irrevocable t...

Blended Family Trust Irrevocable Trust Financial Advisor

A True Story: The Blended Family Folly

Estate Planning Irrevocable Trust Inheritance Trust

5 Reasons an Inheritance Trust is Better Than an O...

Coogan Trust

What You Need To Know About Coogan Laws

Life Insurance Trust Beneficiary

How to Avoid Challenges to Your Life Insurance Ben...

Some life insurance companies have been known to challenge death benefits which are set up to be pay...

Irrevocable Trust Special Needs Trust

Comparing 1st Party vs 3rd Party Special Needs Tru...

There is often confusion regarding the difference between 1st Party Special Needs Trusts and 3rd Par...

Blended Family Trust Estate Planning

Understanding the Blended Family Trust

How to protect your estate  New Beginnings

Irrevocable Trust

5 Things You Probably Don’t Know About Irrevocable...

Irrevocable Trust revocable trust Living Trust

What is a Living Trust and When Does It Make Sense...

The Basics A living trust is a revocable legal structure in which a trustee manages assets for someo...

Trustee Financial Planning

The Importance of Being an Earnest Trustee

Planning Have you ever decided to take a trip? No doubt a good amount of planning went into doing so...

Irrevocable Trust Trust Fund

The Irrevocable Trust Fund Gotham Deserves (and R...

We are all familiar with Batman and his more popular story arcs including the feature film series “T...

Blended Family Trust Estate Planning

Blended Family Trust Solutions

Tom Clancy’s blended family is facing Clear and Present Danger while they fight over his estate.  Fa...

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