Financial Advisor Insights

Should Married Couples Use Joint or Separate Trusts?

Revocable or living trusts play an important role in many estate plans. Married couples utilizing trusts in their estate plan will need to consider whether it's best to set up joint or separate […]

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Why Put Assets in a Living Trust?

What is a revocable living trust?

A revocable trust (also called a living trust) is "funded" during your lifetime and becomes irrevocable at your death. Funding a trust means retitling assets in the […]

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That's Terrible...But It Would Never Happen To Me: Real Life Estate Planning Nightmares

Estate planning is the process of preparing wills and other legal documents to distribute your assets and make arrangements for your wishes to be carried out in the event of your death or […]

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8 Common Misconceptions About Trusts

by Kristin McKenna, CFP® on January 10, 2018 in Estate planning, Trusts

Although many Americans are familiar with the broad concept of a trust, there are numerous misconceptions about what they are, who they're for, and the benefits they can - and cannot - provide. One […]

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Should I Put My House in a Living Trust?

Why put your home in a trust? There is one main reason: to avoid the probate process. There can sometimes be confusion that a living trust offers asset protection from creditors, or may remove the […]

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