What to Expect When You Create a Trust
Most people find that the convenience, privacy, and flexibility of a trust make it a better option for planning their estate than using a last will and testament alone. If you are considering creating a trust for yourself or your family, here is what you can expect as...
How to Use a Special Needs Trust for Your Loved One with Disabilities
Special Needs Trusts: An Effective Way to Help Your Loved One Navigate Unique Challenges Third-party special needs trusts (often shortened to special needs trusts) are a legal arrangement designed to protect and provide for people with disabilities. If you have a...
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!