An alternative approach is for your children or loved ones to receive their legacy through a beneficiary controlled trust. Kiplinger Advisor Collective is the premier criteria-based professional ...

Many assets pass by beneficiary designation — which is the ability to fill out a form with the financial company holding the asset ... it’s preferable to create a Trust to be named as the ...

SS&C acquired FPS Trust, a non-depository trust company, from IPX Retirement. FPS Trust focuses on providing services to banks and ...