When planning your estate, you should understand different trust options available, such as testamentary trusts and living ...

An important estate planning decision that you could face when setting up a living trust is choosing a trustee or trustees to ...

Additionally, a living trust can provide continuity in asset management if the grantor becomes incapacitated. In such cases, a successor trustee appointed by the grantor can take over to manage ...

A living trust is a legal document you set up while ... a senior vice president and senior portfolio manager at UBS Wealth Management. “It puts a layer of protection around your assets for ...

A living trust is a legal document that helps you pass down your assets to your beneficiaries when you die. So, what is a living trust on a house? Putting your house in a living trust lets you ...

You can start this week. Including certain assets in a living trust can complicate estate management, trigger tax ...

Living trusts have a lot of potential advantages. The main one is the assets in the trust avoid probate. After you pass away, a successor trustee takes over management of the assets and can begin ...

Far too often, when I review prospective clients’ trust documents and financial statements, I find that their accounts haven’t been titled in the name of the trust they created. 5 Unfortunate ...