A trust can be a valuable way to protect your estate, but there are many considerations to make when choosing the right type ...

Ask the Expert: How Can I Make Sure My Trust Actually Works the Way I Planned?

A living trust is an estate planning tool that can allow you to maintain control over your assets, specify how they should be ...

Living trusts provide exceptional flexibilty and control in estate planning. Some trusts can help minimize tax liability, but not every trust offers those benefits. Those features need to be weighed ...

Dear Liz: My husband and I made a living trust in 2004. He died in 2018, so his half became irrevocable. But while we were settling his estate, no one mentioned (though I can see clearly in the 2004 ...

The revocable living trust is also known as a living trust or inter vivos trust and serves as a flexible estate planning instrument, taking effect immediately after its creation. This means that ...

This article is intended for educational purposes only and is not legal advice. For guidance on your personal situation, please contact a lawyer. When you work hard your entire life to accumulate ...

Clients often think trusts can do everything – as if they are magical creatures – the unicorn of estate planning. All their problems are solved because they have a trust. That may be the case, but it ...

A revocable living trust can help you protect privacy, avoid probate and protects you in case of incapacitation. But you will also have some limitations. That's because revocable living trusts can be ...

Dear Liz: Is there a minimum amount of assets required before a revocable living trust is advisable? I am retired but my wife is still working. If we do not include our 401(k) plans, our total liquid ...

A risk exists when you own an asset, such as investment real estate or an airplane. Someone might slip and fall on your property and sue you, or the airplane might be involved in an accident. To ...

A living trust is also known as a revocable trust. A living trust typically involve the creator of the trust remaining actively involved in be maintained while active, which can add costs if you use ...