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All About Trusts

There are a number of different types of "living" revocable trusts. When you speak with us, and we learn more about your family's individual circumstances, we match the right kind of trust to your needs. We summarize some of the technical differences between the different types of trusts below.

Retirement Plan Distributions to Trusts

—by Gary A. Loftsgard, CFP | as published in the Journal of Financial Planning

This article demonstrates how two subjects of client interest-retirement planning and estate planning-can be applied together wherein an integrated planning approach can make each more effective by their incorporation than if applied alone.

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