What to do After the Death of a Spouse
Losing a spouse can be an overwhelming and emotional experience. While it’s possible to organize financial documents ahead of time, there’s no way to truly
Category: Trusts
Inheriting a Trust Fund: Distributions to Beneficiaries
If you’re inheriting a trust fund, you likely have questions about how the distribution payouts to beneficiaries work and the tax implications. While general information
How is a Trust Different from a Will?
A will and a trust serve two different purposes. A will is a high-level set of instructions after you pass away. For example, it will
Do I Need a Trust If I Have a Will?
A will and a trust are two different estate planning tools. Consider a will like a high-level set of instructions for after you pass away.
Should Married Couples Use Joint or Separate Trusts?
Revocable or living trusts play an important role in many estate plans. Married couples utilizing trusts in their estate plan need to consider if it’s
Should I Put My Assets in a Trust?
Choosing whether to fund a trust with your assets is an important decision in the estate planning process. Since a trust is different from a
That’s Terrible…But It Would Never Happen To Me: Real Life Estate Planning Nightmares
Estate planning is the process of preparing wills and other legal documents to distribute your assets and make arrangements for your wishes to be carried out in
8 Common Misconceptions About Trusts
Although many Americans are familiar with the broad concept of a trust, there are numerous misconceptions about what they are, who they’re for, and the
Should I Put My House in a Living Trust?
Why put your house in a trust? There is one main reason: to avoid the probate process. There can sometimes be confusion that a living
Does an Inheritance Go Through Probate?
What is probate and why should you try to avoid it? Whether an inheritance will go through probate or bypass the process will depend on the