Living Trusts


what is a retirement plan trust, old many watching a sail boat

09 Apr What is a Retirement Plan Trust?

  One major part of your estate may be your retirement account. Placing your retirement funds in a trust account is not possible while you are still living. However, there is one trick you can use to ensure your individual retirement accounts are protected, and the...

Read More
how to fund a living trust

05 Sep What Does it Mean to Fund a Living Trust?

  Have you recently created a living trust? That’s fantastic! Trusts are wonderful tools for protecting estate assets like bank accounts, money market accounts, properties, businesses, cars, boats, and more. Another big benefit of living trusts is that they keep your estate out of probate court....

Read More
what doesn't belong in a trust?

12 Jul What Doesn’t Belong in a Trust?

  Some assets work well in a trust, but others don’t. We’re going to help you outline what doesn’t belong in a trust and give you a quick breakdown on how revocable living trusts work. After getting your feet wet here, you can dive even further...

Read More
Next webinar
starting soon