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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 (pdf)
DownloadRevocable v. Irrevocable Trusts (pdf)
DownloadSpecial Needs Trusts (pdf)
DownloadHow to Choose a Trustee (pdf)
DownloadUnfunded Trusts are Useless (pdf)
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