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
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
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
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.
April 23, 2024 · 3 min read
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.
April 23, 2024 · 3 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.
April 22, 2024 · 3 min read
Who is a trustee?
In estate planning, two primary instruments to transfer property come to mind: the first is a will, the second is a trust. A will is easy to understand; you say what someone gets, they get it. The concept behind a trust is somewhat more complex, and you need trustees. So what is a trustee, and what function does that person serve?
April 22, 2024 · 3 min read