Living Trusts

From protecting your loved ones to minimizing tax implications our Living Trusts articles section is the place to go to learn more.

Recent Stories

If you’ve never heard of a trust mill, consider yourself lucky, but also be wary. There’s a growing segment of trust “advisors” trying to convince unsuspecting Americans to transfer their investments into riskier ventures. Here’s what you need to know and what to do about it. more...

The Sopranos star's will and its provisions, particularly those invoking the so-called death tax, have sparked a discussion about estate planning that no wise guy or gal—celebrity or not—can afford to ignore. more...

Having an estate plan is an important step toward protecting your family for the future. Keeping it up-to-date is just as important as having one in place, especially if your wishes and circumstances have recently changed. more...

A living trust gives you one of the most flexible ways to plan your estate. But once you get a living trust, then what? There are a few important steps to follow to make sure your living trust does what you intended it to do—distribute your assets based on your wishes while avoiding probate. Find out how to fund your living trust, how long it lasts and whether or not it’s the only estate planning tool you’ll need. more...