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Living Trusts

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

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Annual Checkup: Is Your Estate Plan Up-to-Date?
Feb 2012

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...

Living Trusts 101: Funding and Managing a Living Trust
Jul 2011

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...

Estate Plans and Intellectual Property: What to Consider
May 2011

When creating an estate plan, you want to be sure to take all your property into consideration—including your intellectual property. Passing a trademark, copyright or patent though a will or living trust can ensure the benefits of your hard work go to the people you choose. While many intellectual property owners may not realize they can pass on their property rights through an estate plan, whether you know it or not, your intellectual property could end up being much more valuable than you think. more...

2011 Estate Tax Update—Including How AB Trusts are Affected
Apr 2011

This year, the estate tax law has changed again. After last year’s record 0% tax rate and no exemption, the estate tax was scheduled to pop back up to 55%, what it had been in 2001. Fortunately, that didn’t happen, but neither did a repeat of last year’s rate and exemption. Find out the latest on estate taxes—including how AB Trusts are affected—as well as how long this estate tax law is scheduled to remain in effect. more...