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.

What is a trust account?

There are different types of trusts for different needs, but they all function in the same way.

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How to recover unclaimed inheritance money

There are millions of dollars of forgotten funds waiting to be claimed. Could you have inherited more than you realize?

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Is there a federal inheritance tax?

What's the difference between an estate tax and an inheritance tax? And should you be concerned about the implications of either on your estate plan?

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Estate planning checklist: How to start getting your affairs in order

This estate planning checklist will help you understand and keep track of the important documents and decisions you'll need to consider to plan for…

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Estate planning statistics to read before writing your will

The COVID-19 pandemic has accelerated estate planning activity in the U.S. But many Americans still remain without one.

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How Do I Transfer Title of a Property From a Person to an LLC?

Transferring your real estate holdings to an LLC may limit your personal liability for claims or lawsuits involving the property.

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Will vs. living trust: What's best for you?

Whether a living trust is better for you than a will depends on whether the additional options it provides are worth the cost.

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Power of attorney requirements in California

A power of attorney allows someone else to handle financial or healthcare matters on your behalf, and California has specific rules about types and…

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Make a living trust: A quick checklist

A living trust is one of the most flexible estate planning options available, but how do you go about writing one? Follow this checklist!

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5 myths about trusts you can't afford to believe

A living trust can be an effective estate planning tool if you understand what they can and can't accomplish.

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