Is a Will sufficient for your estate, or should you consider a trust? Before addressing this question, let's review trusts and what they do. A trust transfers the legal title to property to a trustee, who manages the assets of that trust during your lifetime (if it is a living trust) and … [Read more...] about How Do I Determine If a Trust is Right for Me?
We have seen our clients and friends need to assist older family members with their financial affairs. If you have not been asked yet, you are likely to be asked to assist in the future. To help someone in this "financial caregiver" role, the federal Consumer Financial Protection Bureau has … [Read more...] about Help for Trustees Under a Revocable Living Trust