The experts of this show featured Jillian Erika Dart, Esq., CTFA, AEP, Senior Vice President, Manager of Trust and Estate Solutions and Ramona Green, CTFA, Vice President, Trust Officer.

Whether you're seeking to manage your own assets, control how your assets are distributed after your death or planning for incapacity, trusts can help you to accomplish your goals. Their power is in their versatility—many types of trusts exist, each

An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. It allows you to control what happens to your property if you die or become incapacitated. An estate plan should be reviewed periodically.

Time may be running out to take advantage of favorable tax rates. In 2013, income , gift , and estate tax rates are scheduled to increase under current law. Here are some tax planning opportunities you may want to consider

Simple or complex, large or small, any trust is a trustee’s fiduciary responsibility. Choosing a trustee who will prudently care for your financial assets is a decision that must be made carefully. A trustee, like every fiduciary (someone in a