Ask the Expert: How Can I Make Sure My Trust Actually Works the Way I Planned?

A living trust is a legal document you set up while you’re alive to ensure that the assets you put in the trust, such as real estate, stock and bond holdings, CDs, and jewelry, are distributed in the ...

Avoiding probate and retaining control over the distribution of your assets are two key benefits of using a living trust as part of your estate plan. With so many misconceptions around trusts, it's ...

In the realm of estate planning, there can be a lot of confusion around terminology. Often people come into our offices asking for or about one type of legal document or another, and either they do ...

Living trusts help you avoid the probate process, which can be time-consuming and expensive Unlike a will, a living trust is not a part of the public record. If you set up a living trust, it can be ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...

Mention a last will and testament, and almost everyone knows what you’re talking about. But that isn’t the only type of will you need. There are also living wills, which can serve as a “legal seatbelt ...