Trust Articles

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 A trust is a legal structure that contains a set of instructions on exactly how and when to pass assets to trust beneficiaries. There are many types of trusts to consider, each designed to help achieve a specific goal. An estate planning professional can help you determine which type (or types) of trusts are most appropriate for you. However, an understanding of the estate planning goals that a trust may help you achieve is a good starting point. 

Revocable Living Trust

Revocable Living Trust (pdf)

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Revocable v Irrevocable Trusts

Revocable v. Irrevocable Trusts (pdf)

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Special Needs Trusts

Special Needs Trusts (pdf)

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How to Use a Trustee

How to Choose a Trustee (pdf)

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Unfunded Trusts

Unfunded Trusts are Useless (pdf)

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