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    • Home
    • Services
      • Plan, Plan, Plan
      • Lifetime Planning
      • Estate Planning
      • Medicaid
      • Elder Law
      • Probate
      • Guardianship
      • Veteran's Benefits
    • About Us
      • Our Team
      • Our Culture
      • Our Process
      • Client Reviews
    • Free Workshops
    • Contact Us
    • Learning Center
      • FAQ's
      • Blog
      • Helpful Articles
      • Resources
      • Brian Treacy Videos
    • New Clients
    • Disclaimer
    • Financial Professionals

Call or Text(843) 757-5294

FREE WORKSHOPS
  • Home
  • Services
    • Plan, Plan, Plan
    • Lifetime Planning
    • Estate Planning
    • Medicaid
    • Elder Law
    • Probate
    • Guardianship
    • Veteran's Benefits
  • About Us
    • Our Team
    • Our Culture
    • Our Process
    • Client Reviews
  • Free Workshops
  • Contact Us
  • Learning Center
    • FAQ's
    • Blog
    • Helpful Articles
    • Resources
    • Brian Treacy Videos
  • New Clients
  • Disclaimer
  • Financial Professionals

Trust Articles

Revocable Living Trust

 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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