Tag Archives: trusts

Coronado Bridge

ESTATE PLANNING: Trusts

This is a straightforward, question and answer style article designed to provide a basic understanding of the key advantages to using a trust as part of your estate planning.

Eligible Investors in QOFs

ESTATE PLANNING: Advantages of a Will

We all have a tendency to put off thinking about our own demise. It usually takes some kind of prompt to get us to take the time – and pay the money – to have a will drafted. That prompt may come in the form of the birth of child or development of health issues. Those are common reasons people start thinking about their last will and testament, but are they the only reasons?

ESTATE PLANNING: Move Assets to a Trust

Once you have read Part II of this series, regarding the many advantages of having a trust, you are ready to learn how to actually transfer assets to your trust.