Many people create a revocable living trust to avoid probate, maintain privacy, and ensure smooth estate distribution. However, these benefits only apply if you properly “fund” your trust, meaning you ...
UD's Gift Planning Team is proud to share charitable giving resources like this to help all our Blue Hens and friends make the most of their money. If you have and questions or want to discuss gift ...
Dear Liz: Is naming a beneficiary for a nonretirement, “payable on death” account as effective as putting the account in a living trust? It seems easier than doing all the paperwork each time I open ...
Fifth Third Bank is offering free wills to all of its customers through an exclusive partnership with Trust & Will, a digital estate planning platform. Only 4 in 10 American adults have a will or ...
What should go in your trust—and what could cost your family thousands if left out? Estate planning lawyer Pam Scarrett breaks down exactly what to include (real estate, bank accounts, business ...
Ask the Expert: How Can I Make Sure My Trust Actually Works the Way I Planned?
Living trusts are legal documents that are important estate planning tools for many families. These documents are popular mainly for their flexibility, customization, and control. Living trusts can ...