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 ...

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 ...

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 ...

a living trust is not a part of the public record. If you set up a living trust, it can be changed or canceled while you're still alive. This article is intended for educational purposes only and ...

Appointing multiple trustees can enhance the management of your trust by combining diverse skills and perspectives to make well-rounded decisions. However, having more than one trustee can also be ...

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 ...