The word trust covers two very different families: revocable and irrevocable. Most households considering an online solution are...
March 28, 2025 
It’s common advice: “Put the house in joint tenancy and you’ll avoid probate.” That’s true once. The survivor...
March 12, 2025 
A DIY living trust kit can be the right tool for a straightforward estate: a home, standard bank/brokerage...
February 28, 2025 
A living trust kit should do more than hand you a template. It should carry you from signature...
January 17, 2025 
Your beneficiary designations move more money than your will. Retirement accounts, 401(k)/IRA, life insurance, and TOD/POD accounts pass...
April 28, 2024 
When clients ask whether they should sign a revocable living trust or a last will and testament, the...
April 28, 2024 
Creating a revocable living trust is only half the job. The other half—funding the trust—is what actually delivers...
March 12, 2024 
Revocable living trusts are powerful—but they attract persistent myths. Here are the ten I hear most, with straight...
November 28, 2023 
A revocable living trust only delivers its top benefits—avoid probate, maintain privacy, and provide incapacity continuity—if you fund...
November 28, 2023 
The plan to pay for President Biden’s proposed Build Back Better Act has been released by the House...
November 4, 2021 
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