Trust Knowledge Center

Trust & Estate PlanningArticles & Guides

Plain-English guides on trusts, asset protection, estate planning, and trust administration. Written by trust professionals for people who want straight answers.

State Guides27 min read

How to Create a Trust in Your State: A 2026 Guide for All 50 States

Trust laws vary significantly from state to state. This guide covers trust creation rules, probate costs, estate taxes, signing requirements, and asset protection options for California, Texas, Florida, New York, Nevada, Illinois, and all 50 states.

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Trust Guides25 min read

501(c)(3) Charitable Organization: Complete Guide for 2026

Everything you need to know about forming and maintaining a 501(c)(3) charitable organization. Covers the IRS application process, Form 1023 vs 1023-EZ, tax benefits for donors, annual filing requirements, prohibited activities, and the differences between public charities and private foundations.

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Trust Guides19 min read

Family Limited Partnership (FLP): Complete Estate Planning Guide for 2026

A complete guide to Family Limited Partnerships for estate planning. Covers valuation discounts, gift tax strategies, IRS Section 2036 risks, asset protection, and how to combine FLPs with dynasty trusts and ILITs for multi-generational wealth transfer.

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Trust Guides20 min read

508(c)(1)(A) Trust: Complete Guide to Faith-Based Organizations in 2026

508(c)(1)(A) organizations receive automatic tax-exempt status under the Internal Revenue Code without filing Form 1023 or Form 990. This guide covers everything from the IRS 14-point church test to financial best practices, operational requirements, and how to set up a faith-based organization trust.

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Trust Guides17 min read

Charitable Remainder Trust (CRT): The Complete Guide for 2026

A charitable remainder trust (CRT) lets you donate appreciated assets to charity while receiving income for life. This guide covers CRAT vs CRUT, tax deductions, payout rules, and the 10% remainder test.

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Asset Protection15 min read

Asset Protection Trust: Everything You Need to Know in 2026

A complete guide to asset protection trusts -- which states allow them, how they shield wealth from creditors, costs, tax implications, fraudulent transfer rules, and how to combine them with LLCs for maximum protection.

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Estate Planning16 min read

Living Trust vs. Will: Which Do You Actually Need in 2026?

Should you get a living trust, a will, or both? This guide breaks down every difference -- probate costs, privacy, incapacity protection, and the situations where one clearly beats the other.

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Trust Guides16 min read

Revocable Living Trust: The Complete Guide for 2026

Everything you need to know about revocable living trusts -- how they work, what goes in them, how to fund them, tax implications, common mistakes, and when to update. Written in plain English by trust professionals.

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Trust Guides26 min read

Dynasty Trust: The Complete Guide to Multi-Generational Wealth in 2026

A dynasty trust lets families pass wealth from one generation to the next without estate taxes at each transfer. This guide covers everything from GSTT exemptions and state selection to trustee planning, investment strategy, and the step-by-step process for creating your dynasty trust in 2026.

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Trust Guides18 min read

Irrevocable Life Insurance Trust (ILIT): The Complete Guide for 2026

An Irrevocable Life Insurance Trust (ILIT) removes life insurance death benefits from your taxable estate, potentially saving your heirs hundreds of thousands in federal estate taxes. This guide covers how ILITs work, the three-year rule, Crummey powers, funding strategies, trustee selection, and the 2025 exemption sunset.

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