What are a Trustee’s Responsibilities?
If you are using a trust as part of your estate plan, it is crucial that you choose a trustee who will be the right person to handle your trust after you pass. You are giving this person access to your assets and a lot of influence in how things unfold after your...
Trust Funding: A Checklist for Funding Your Trust
If you have created a trust or are considering doing so, you will need to know how to fund your trust once it exists. A trust only works if it owns your assets instead of you, and you will have to go through the process of putting all your assets into the trust once...
What is a Revocable Trust?
A revocable trust helps with estate planning, and can serve as a management tool for those who are in ill or declining health. Click to read more about the nature and benefits of revocable trusts!
4 Key Benefits of a Trust
The unique benefits of a trust can provide for loved ones, avoid conflict, leave a legacy, preserve memories, and ease burdens on others.
What Are the Differences Between a Will and a Trust?
These two estate planning tools each distribute your assets when you die, but there are some key differences between a will and a trust.