Trusts

Some assets just aren’t trust material. Here’s a list of five assets not for trusts—five things to keep out and why.

Learn about the 10 most common trust mistakes and how to avoid them to protect your assets and ensure your wishes are carried out.

An overview of the key differences between simple trusts and complex trusts—how they work and which is better in certain circumstances.

Understanding what retirement trusts can do for you starts with recognizing they’re not just for the wealthy. They’re for anyone with retirement savings, property, or investments.

Trusts and marriage belong together. Marriage is the perfect time to think about setting up a trust that includes all of your combined assets, debts, and pets.

Discover how Maya (made-up) navigates her surprising inheritance (also made-up). A practical guide for managing newfound wealth using trusts for inheritance.

Trusts and Medicaid go hand in hand. Trusts offer a way for someone to qualify for Medicaid benefits while also ensuring their legacy.

Downsizing is about simplifying your life. Trusts are about simplifying your life. It makes perfect sense to use trusts in downsizing.

Putting a house in a trust helps secure your legacy, avoid probate for your loved ones, ensure your privacy, and maintain control over your estate.

Read about how to protect your privacy in estate planning, especially in a time of rising identity theft threats.

What makes a trust legally binding? We’ve broken it down into eight essential elements or actions.

Revocable trusts become irrevocable upon a grantor’s passing. Why? It serves an essential legal and practical purpose.

Call it what you want, but simplify you estate plans with a living revocable trust—control your assets, ensure privacy, and avoid probate.

Life changes and legal updates may necessitate revisiting a trust. Here are 30 reasons to update your trust.

Why funding a trust is so vital. It ensures asset protection, management, and distribution according to your wishes.

Protect your vintage toasters, plan for cryogenic freezing, and fund your iguana’s future by getting a trust.

The role of trustees is a vital one. They manage and oversee trusts, ensuring assets are handled according to terms for beneficiaries well-being.

Education trusts secure funds for a child’s schooling, offering control, flexibility, and protection. Here’s a quick overview.

Explore how trusts can hold non-financial assets like artwork and family heirlooms, offering control, protection, and privacy.

Guardianship in estate management is crucial to ensuring loved ones get the care you want them to. Learn about types, importance, and steps.

A special needs trust provides financial security for individuals with disabilities without affecting government benefits. Learn how they work, their types, and benefits.

Estate planning is crucial for asset management and family care. Avoid common mistakes like outdated wills, missing trusts, or neglecting digital assets.

Understanding digital assets in estate planning is crucial. From social media to cryptocurrencies, ensure you protect your digital assets by including them in your trust.

Individual trusts provide full control and privacy for a single person, while joint trusts simplify management for couples. Each has unique benefits and drawbacks based on personal circumstances and estate planning goals.

An estate inventory checklist simplifies asset management and distribution. It can help organize personal info, financial accounts, real estate and more.

The role of witnesses in trusts and wills is to help validate the documents, prevent fraud, and avoid legal disputes. They’re an extra layer of protection.

Revocable trusts offer flexibility and control, ideal for managing assets. Irrevocable trusts provide asset protection and estate tax benefits, suitable for long-term planning.

A trustee manages a trust’s assets, ensuring they’re used according to the trust’s terms. Learn about trustee types, responsibilities, and how to choose the right one.

Pet trusts ensure your pet’s care after you’re gone. Learn how to create a plan that provides peace of mind.

What goes in trusts? Almost anything, really, from your home to your grandmother’s tea set to your favorite wrench.

A revocable trust offers flexibility, control, and privacy in estate planning, helping manage assets and avoid probate.