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Living Trusts

Living Trusts are an important part of the estate plan. Living Trusts avoid costly probate at your death and simplify settlement of your estate. If the living trust is written properly, sophisticated provisions can be made to assure your wishes are carried out. Living trusts also have the advantage of keeping your financial affairs from being made public knowledge upon your death, unlike a conventional will.

Additional Information on Estate Planning:

Estate Planning Overview
Irrevocable Life Insurance Trusts (ILITS)
Using Ownership and Beneficiary Designations
How to Get Existing Policies Out of my Estate
Can the Three-Year Rule be Avoided?
Second to Die Life (Survivorship) Insurance
Gifts - Overview
Leveraging Your Gifting Program
Grandchildren
Generation Skipping
Living Trusts
Credit Bypass Trust
Charitable Remainder Trusts
Avoid Capital Gains Income for life

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