Trusts

Serving as a trustee? Here’s a comprehensive trustee checklist to guide you through every responsibility—from asset management to beneficiary communication.

Adding pets to estate plans: you can’t leave your dog or cat a credit card, but you can make sure they’re taken care of forever.

Discover how trusts for small business can protect your legacy, simplify succession, and reduce stress for everyone involved.

Some assets just aren’t trust material. Here’s a list of five assets not for trusts—five things to keep out and why.

An overview of the key differences between simple trusts and complex trusts—how they work and which is better in certain circumstances.

Read about trusts and long-term illness: how trusts can bring stability and support when managing chronic or progressive health conditions.

Understanding what retirement trusts can do for you starts with recognizing they’re not just for the wealthy. They’re for anyone with retirement savings, property, or investments.

Trusts and marriage belong together. Marriage is the perfect time to think about setting up a trust that includes all of your combined assets, debts, and pets.

Discover how Maya (made-up) navigates her surprising inheritance (also made-up). A practical guide for managing newfound wealth using trusts for inheritance.

Trusts and Medicaid go hand in hand. Trusts offer a way for someone to qualify for Medicaid benefits while also ensuring their legacy.

Downsizing is about simplifying your life. Trusts are about simplifying your life. It makes perfect sense to use trusts in downsizing.

Putting a house in a trust helps secure your legacy, avoid probate for your loved ones, ensure your privacy, and maintain control over your estate.