Topic
Trusts
Trusts can help you avoid probate, protect assets, and provide for loved ones with special needs. Find out which type is right for you.
6 guides
Timing Considerations for Establishing a Revocable Trust in Estate Planning
Ready to take control of your financial future and protect your loved ones? Discover the power of a revocable trust in this essential guide, showing you when and how this versatile tool can safeguard your assets and ensure your wishes are honored.
Revocable vs. Irrevocable Trust: Which One Do You Need?
Choosing between a revocable vs. irrevocable trust is one of the most consequential decisions in estate planning, and the right answer depends on your specific goals. This guide breaks down exactly how each type works, what you give up with each, and which situations call for which structure.
Living Trust vs Will: Which One Do You Actually Need?
A living trust vs will comparison reveals that the two documents serve different purposes and work best together — a will handles what your trust doesn't, and a trust keeps your estate out of probate. Understanding which you need depends on your assets, your family, and your goals.
Special Needs Trust: What It Is and Why It Matters
A special needs trust is a legal arrangement that allows you to leave money for a loved one with a disability without disqualifying them from Medicaid, SSI, and other government benefits they depend on. This guide explains how special needs trusts work, when you need one, and why getting the structure right requires a specialized attorney.
How to Fund a Trust: The Step Most People Skip
Creating a trust is only half the job. Learn how to transfer your assets into a trust so it actually works — and what happens if you don't.
How to Be a Trustee: Duties, Responsibilities, and Pitfalls
Being named a trustee is an honor — and a legal responsibility. Learn what trustees must do, what they must avoid, and how to protect yourself.