Living Trusts
Make sure your assets are managed properly for the future. Learn all about living trusts, and what might make one a good fit for you.
Find out more about Living Trusts
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Simple Trust vs. Complex Trust
Before you set up a trust, it's important to understand the different types available and the implications of choosing one.
· 3 min read
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When to Change Your Living Trust
Whenever there is a significant change that affects your life or property, it's time to review your estate plan to determine if you need to change your living trust.
· 4 min read
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Top 5 Must-Dos Before You Write a Living Trust
Making your living trust will be easier if you think it through and gather necessary information before you sit down to do it
· 3 min read
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Understanding Living Trusts
Living trusts can be an excellent way to transfer your assets to your loved ones while maintaining control over the assets during your lifetime.
· 3 min read
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Using a Generation Skipping Trust in Your Estate Plan
Generation-skipping trusts can be handy estate planning tools, especially for those who are looking to save money on estate taxes, but do you need one? Here's what you'll want to know.
· 3 min read
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Making a Living Trust the Beneficiary of a Roth IRA
In the event funds remain in the Roth at your death, designating a living trust as the beneficiary of your Roth IRA also can benefit your heirs.
· 4 min read
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Adding Property to Your Living Trust
A living trust isn't set in stone. You can add or remove assets so long as you follow the proper procedures to do it.
· 3 min read
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Contingent Beneficiaries in a Living Trust
You've designated a primary beneficiary for your living trust. But have you considered choosing a contingent beneficiary as well? Learn the benefits of having a contingent beneficiary for your living trust.
· 4 min read
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What Is an Irrevocable Trust?
An irrevocable living trust can provide benefits not available with a revocable trust. Learn how an irrevocable trust can avoid taxes, protect property from creditors, and preserve property if Medicaid or other government benefits become desirable.
· 3 min read
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What Does a Living Trust Do?
A living trust can help you avoid the hassles and delays of probate and has other benefits as well.
· 3 min read
