Most people set up both revocable and irrevocable trusts so that they can get the unique advantages of both types of trusts. Everyone who forms an irrevocable trust should also form a revocable trust.
Download our Certificate of Trust form. Complete all sections of the form in entirety, ensuring handwriting is clear and legible. (Some sections are optional – complete them only if applicable). Take ...
Trust makers form and transfer assets into revocable trusts most commonly because revocable trusts can: Even though revocable trusts provide powerful estate planning benefits, revocable trusts have ...
That was the inspiration for this column. While most of our clients do use a revocable trust, it made me think about the folks who really don’t need one. Below, you will find four scenarios ...
Does a Trust Avoid Estate Taxes? find out how trusts can help minimize estate taxes. Understand the benefits and strategies for effective estate planning.
One of the most common questions I hear is whether a revocable living trust will shield a client’s property from lawsuits and creditors. The answer might surprise you — and it's crucial to ...
Creating a revocable living trust is only the first step in planning an Idaho estate designed to avoid the probate court process. The trust must be "funded" by transferring assets into it ...