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.

How to change a living trust
If changes happen in your life, you may wonder if you can make changes to your living trust. Find out how to change or amend your living trust.
March 8, 2023 · 4 min read
What is an AB trust?
March 8, 2023 · 4 min read
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.
March 7, 2023 · 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.
March 6, 2023 · 7 min read
Revocable vs. irrevocable living trusts: Which one is right for you?
A revocable living trust allows you to retain control over the assets you've placed in the trust, but there are certain circumstances where an irrevocable living trust is the better option.
March 2, 2023 · 4 min read
Protect your disabled child with a special needs trust
Parents with special needs children must take extra care with their estate planning. To ensure that the children receive appropriate care and support after their parents are gone, most experts recommend creating a special needs trust.
February 15, 2023 · 3 min read
Use a successor trustee to keep your trust intact
A successor trustee is the person who will step into your shoes if you become incapable of managing your trust's affairs. Here is what you need to know about this important role.
February 13, 2023 · 5 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.
February 6, 2023 · 3 min read
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.
February 2, 2023 · 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.
February 1, 2023 · 3 min read