As an older parent, you may think it’s a good idea to put your adult child on your home deed because it’s a way for
It’s not a good idea to put a retirement account in a trust. In general, there are many good reasons to put an asset into
Trusts play a key part in estate planning since they provide great advantages for specific situations. So, let’s talk about the difference between a testamentary
A revocable trust is a very popular estate planning option. If a married couple wants to use that tool in their estate planning, they can
You’ve worked hard for your money, so it’s likely you want to leave as many assets as you can to your heirs. If you’re a
A Massachusetts trust is a legal document that can hold legal title to your assets. Think of it like a box where you can hold
A charitable lead trust is usually implemented after other estate planning basics are done, such as your will, revocable trust, powers of attorney and health
In our previous blog “Choosing a Trustee for a Trust,” we talked about trustee’s duties and responsibilities as well as the trustee options that are
A trust holds legal title to property for the benefit of another person (beneficiary). The person who creates the trust (the grantor) chooses a manager,
If you’re thinking of getting a revocable or irrevocable trust, you should know about a pour-over will. A trust holds legal title to property for
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