Blogs
Read our latest articles designed to help you navigate your financial life with greater confidence.
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6 minutes
Trust vs. Will: Key Differences, Costs, and When You May Need Each
A will and a revocable living trust can both help carry out your wishes, but they work in different ways. A will generally directs how probate assets are distributed after your death. A revocable living trust can manage assets during your lifetime and transfer assets held in the trust without probate. Many estate plans include…
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7 minutes
Who Owns Property in a Revocable Living Trust
A revocable living trust can help you manage assets during your lifetime and provide continuity if you become incapacitated or die. It is not generally designed to shield your assets from your own creditors. Instead, its value often lies in organizing ownership, planning for incapacity, preserving privacy, and allowing properly titled assets to pass outside…
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5 minutes
How a Pour-Over Will Works With a Living Trust
A pour-over will can serve as a backup for assets that were not transferred to your living trust during your lifetime. It does not, however, eliminate probate. A revocable living trust requires ongoing attention. As you open accounts, acquire real estate, or make new investments, some assets may remain in your individual name rather than…
