Trusts are described in multiple ways, including: living or testamentary, revocable or irrevocable and grantor or non-grantor. These terms are not always mutually exclusive. A trust can be living, ...

As you approach or enjoy retirement, protecting the wealth you've accumulated throughout your career becomes a top priority. You've spent decades in government service building up your Thrift Savings ...

The revocable living trust is also known as a living trust or inter vivos trust and serves as a flexible estate planning instrument, taking effect immediately after its creation. This means that ...

A revocable living trust can help you protect privacy, avoid probate and protects you in case of incapacitation. But you will also have some limitations. That's because revocable living trusts can be ...

April 7, 2023 - Revocable trusts, also referred to as living trusts, can provide an efficient way to avoid probate, maximize the use of one's federal and state exemptions and provide asset protection ...

Many people create a revocable living trust to avoid probate, maintain privacy, and ensure smooth estate distribution. However, these benefits only apply if you properly “fund” your trust, meaning you ...

Many retirees go to nursing homes as their needs increase, creating a dilemma for protecting their wealth. A revocable trust places your wealth in a tax-protected vehicle you can control until you die ...

Clients with many assets often worry if these will be distributed according to their wishes after they die. When it comes to estate planning, the subject of setting up a trust is bound to be raised by ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. If you’re thinking about creating a Living Trust in ...

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 ...