Browse Living Trusts Articles

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...

- - Estate Planning Basics

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...

- - Living Trusts

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...

- - Estate Planning Basics

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...

- - Living Trusts

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...

- - Last Wills

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...

- - Living Trusts

Wills and living trusts have distinct advantages—the biggest being one keeps you out of probate, while the other does not. Find out more about the differences between a will and a living trust, what factors you should consider when choosing between the two, and a simple document that can be your safety net for any assets you might have missed. more...

- - Estate Planning Basics

How to insure that the wealth you spend a lifetime earning goes to those you love--quickly and painlessly. more...

- - Estate Planning Basics

A living trust, sometimes called an inter vivos or revocable trust, is one of the most important documents you can prepare in your lifetime. For this reason, it's essential you understand exactly what it can do for you, your estate, and your heirs. more...

- - Living Trusts

Every small business owner needs a trust so that the business can continue to run in your absence. It is that simple. Yet, many business owners have no idea that their business could come to a grinding halt if they don't have a plan for their business to run in their absence. So, why a trust? more...

- - Living Trusts