When planning your estate, you should understand different trust options available, such as testamentary trusts and living ...

An important estate planning decision that you could face when setting up a living trust is choosing a trustee or trustees to ...

A living trust is a legal document you set up while you’re alive to ensure that the assets you put in the trust, such as real estate, stock and bond holdings, CDs, and jewelry, are distributed ...

Bob Carlson researches all facets of retirement finances. Most people who have revocable living trusts don’t reap their advantages. Often, the legal fees spent to create them were wasted ...

I want to have a plan in place to make sure my daughter is taken care of if I die, so I'm making setting up a trust a ...

A Qualifying Terminable Interest Property (QTIP) trust can be an advantageous tool for married couples to utilize as part of ...

There are two basic types of trusts: living trusts and testamentary trusts. A living trust or an "inter-vivos" trust is set up during the person's lifetime. A Testamentary trust is set up in a ...

A revocable living trust is an instrument created for the purpose of protecting your assets during your lifetime. It also creates an avenue to pass your assets with ease after your death.

In a world full of uncertainties, a living trust lets you take charge of your financial narrative, bringing peace of mind, security, and a lasting legacy for future generations. A living trust is ...

Once a person dies, the living will is no longer in effect. A living trust is another way to pass assets to heirs. These documents might have an incapacity clause, but it typically only appoints ...

Sometimes called a revocable trust, a living trust is created prior to someone’s death. “A revocable trust is created outside of probate,” says Patrick Simasko, elder law attorney and wealth ...