If done properly, a trust could protect your estate from unneeded costs and challenges, while giving you more control over how your assets are distributed after your death. Read on to see if a trust ...
When trusts are used as estate planning tools, financial institutions such as banks and brokerages may require written documentation of the trust’s existence before transferring assets into a trust or ...
People who have trusts as part of their estate plans typically will need to show the trust agreement when conducting business on behalf of the trust. Not everyone wants to show their entire trust ...
Q: I am named successor trustee in my parents’ trust. When the time comes, how do I sell the home and the other assets? A: This is a common concern among those of us named as successor trustees in a ...