Spousal lifetime access trust

The Quorum Private Wealth guide to trusts

Trusts (or trust funds) are one of those financial planning terms that starts to feel diluted over time. People have a general sense of what trusts are, but many would

The term trust (or trust funds) is so broad it can often be misinterpreted, which means many people aren’t fully aprised of how trusts work or when they’re helpful.

Long-term health care and your legacy

Most of us will need some form of long-term care as we age—and long-term care is notoriously expensive. While wealthy families may not need to worry about the cost of

Most of us will need some form of long-term care as we age. These expenses (rarely covered by health insurance) can ruin your legacy if you don’t plan for them.