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.

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
April 26, 2024 · 2 min read
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.
April 26, 2024 · 3 min read
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.
April 26, 2024 · 2 min read
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.
April 26, 2024 · 3 min read
Do-it-yourself living trust
A living trust is an easy way to plan for the management and distribution of your assets, and you don't need an attorney to do it.
April 26, 2024 · 2 min read
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.
April 26, 2024 · 2 min read
What is a pour-over will?
Living trusts can help you avoid probate, but can be tricky to fund, that’s why a pour-over will is a good safety device to protect intended beneficiaries. Find out more about pour-over wills, how they help you, and more.
April 23, 2024 · 3 min read
What is a trust account?
There are different types of trusts for different needs, but they all function in the same way.
April 23, 2024 · 2 min read
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.
April 23, 2024 · 3 min read
How to avoid probate
Probate can be time consuming and expensive. Learn how joint ownership, beneficiary designations, living trusts, and other alternatives can preserve more of your property for the benefit of your loved ones.
April 23, 2024 · 7 min read