If you have never heard of trust advisors, trust protectors, or directed trusts and want to learn how modern trust law is offering far more flexibility in managing family wealth, this article is for you. It summarizes directed trust rules and explains the benefits.

A summary of characteristics and trends in state trust codes nationwide and alignment (or not) with the Uniform Trust Code. Learn the high-level differences among states and patterns nationwide.

Serving as a trustee carries significant legal and fiduciary responsibilities. This comprehensive guide outlines the key duties trustees must understand and fulfill when administering a trust.

Smart estate planning strategies that protect your wealth, minimize taxes, and ensure your children receive the maximum benefit from your legacy.

Learn why California residents need state-specific financial power of attorney forms and how to obtain them properly. Protect yourself and your family from costly court proceedings with this essential legal document.

Learn why creating advance directive and living will forms is essential for all adults, not just seniors. Discover how these documents ensure your healthcare wishes are respected if you cannot communicate.

Learn why securing medical power of attorney documents is essential for adults of all ages, not just seniors. Discover how these documents ensure your healthcare wishes are respected when you cannot speak for yourself.

Discover why setting up a living trust could be the right choice for your family. Learn how this powerful estate planning tool helps avoid probate, protects privacy, and ensures your assets transfer smoothly to loved ones.

Learn why establishing a durable power of attorney is crucial for all adults, not just seniors. This guide explains how this essential document works, what powers you can grant, and how it protects your family from costly court proceedings.

Medicaid planning strategies help protect family assets while qualifying for essential long-term care benefits. Learn legal approaches to avoid spending down your entire estate on nursing home costs.

A Special Needs Trust allows disabled individuals to maintain government benefits while still receiving financial support. Learn how this essential estate planning tool works and when to use it.

A Power of Attorney allows you to choose who will manage your affairs if you become incapacitated. Learn how this critical document protects you and your family from guardianship proceedings.

A Living Trust helps you avoid probate, maintain privacy, and control asset distribution during and after your lifetime. Discover why this powerful tool is central to comprehensive estate plans.

Why wait? Here are five reasons to start your estate plan with BoomX today.