Retirement Accounts: Why You Almost Never Put Them Into a Trust
When families create a revocable living trust, one of the[…]
Bank Accounts, Investments, and Cash: What Goes In Your Trust?
Bank accounts and investment portfolios are often the core of[…]
How to Transfer Real Estate Into Your Trust (Without Causing Problems)
For most families, real estate is the single most valuable[…]
Why Most Trusts Fail: The Shocking Truth About Unfunded Trusts
Families create trusts for one major reason: to protect their[…]
What Is a Successor Trustee — and How Do You Choose One?
One of the most important decisions you’ll make in your[…]
Trust vs. Will: Which One Do You Actually Need?
When families begin estate planning, one of the first questions[…]
The Complete Guide to Creating a Trust for Your Family (And Why Funding It Matters)
Estate planning is one of the most important gifts you[…]