Alexandra Phillips Consulting is an intuitive business coaching and consulting co. that delivers result for high performing execs and teams. We often say that trust is the backbone of any thriving ...

Estate planning isn’t exactly the sort of thing most people like to think about over their morning coffee. Pondering your mortality — not to mention what will happen to your assets and property, let ...

If done properly, a trust could protect your estate from unneeded costs and challenges, while giving you more control over how your assets are distributed after your death. Read on to see if a trust ...

When you create a trust, you select the state law that will govern it. Often, this is the law of the state where you live. For example, if you live in Florida, Florida law will typically apply to your ...

In our previous blog post, Silent Trusts Have Come to Michigan, we shared some situations in which a settlor and their beneficiaries could benefit from the creation of a “silent trust.” In this type ...

If you wish to create a new trust or update an existing estate plan, you will need skill and expertise across many disciplines: tax, estate planning, and legal services. Look for a service provider ...

Trust. You might argue that nothing much happens in organizational life without it. Leaders need to trust their workers. Workers need to trust their leaders. Customers and companies need to trust each ...

Dear Savvy Senior: What can you tell me about creating an incentive trust? I have an adult son and daughter who are financially inept. Before I die, I want to put some type of requirements in place ...