What Is An Affidavit and Certification of Trust?
The Affidavit and Certification of Trust is a crucial document in estate planning that simplifies managing and protecting your assets. This single... Read More
Should My Trust Be A Beneficiary of My Life Insurance?
When planning your estate, ensuring that life insurance, retirement accounts, and other financial assets are properly integrated into your Trust is essential.... Read More
How Do I Put My Accounts Into My Trust?
When you’re setting up a revocable living Trust, transferring your bank accounts, credit union accounts, certificates of deposit (CDs), and mutual funds... Read More
Should I Put My Home In My Trust?
Transferring real estate into a Trust is a crucial step in your estate planning process and necessary in order to keep your... Read More
Do I Need A Tax Identification Number For My Trust?
Managing taxes for a Trust can seem confusing, especially when it comes to whether a Trust needs its own tax identification number.... Read More
How Do I Transfer Property Into My Trust?
Creating a Trust is a powerful step in managing your estate, but for it to work properly, you need to transfer your... Read More