Living Trusts help distribute assets quickly and privately. You can easily make an Irrevocable or Revocable Living Trust with us.
if one of your beneficiaries is a minor, you can set up a trust within your living trust for that beneficiary until they reach the age of majority or an age where you feel they'll be mature
Living Trust vs Will - Easy-to-understand charts, comparisons and FREE planning tools for families with young children, probate concerns and other common estate planning goals.
However, you can name your trust as the beneficiary of your retirement accounts, transferring the money after you pass away. 2. Compile Your Documents Legal documentation for your assets is necessary to transfer them to your trust. For instance, the deed to your property, business ownership ...
Lastly, you can transfer ownership of your assets and officially fund the trust. This might involve: Retitling your house deed to the trust’s name Changing account titles for bank accounts and investments Updating beneficiary designations on life insurance policies, depending on your assets ...