Should I Put My House in a Trust?
Why own a home in a revocable trust? There is one main reason to consider putting a house in trust: to avoid probate court. Although
Category: Estate Planning
What is a Stepped Up Basis? Cost Basis of Inherited Stock and Other Assets
A step-up in basis is a tax advantage for individuals who inherit stocks or other assets, like a home. A stepped up basis can apply
Should I Put My Assets in a Trust? Top 3 Benefits of Living Trusts
Do I need a revocable living trust? Choosing whether to fund a trust with your assets is an important decision in the estate planning process.
What to Do When a Parent Dies and You’re the Executor
Losing a parent is emotional. It can also be overwhelming for adult children when they’re the executor of the estate. Settling an estate is a
What To Do After The Death Of A Spouse
Updated for 2025. Losing a spouse can be an overwhelming and emotional experience. While it’s possible to organize financial documents ahead of time, there’s no
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
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
3 Things You Should Know About Your Parents’ Estate Plan
Estate planning discussions are seldom had between loved ones. And understandably so; asking your spouse or parents to discuss their mortality isn’t exactly a conversation
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
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