Living Trusts vs. Wills: Which One Is Right for Your Family? Preparing for the future is one of the most thoughtful steps you can take to protect your family. When building an estate plan, two of the most common tools are living trusts and wills. Both outline how your assets will be handled after you … Read more
What is a Living Trust? A living trust is a legal document that allows you to transfer ownership of your assets to a trustee, who will manage them according to your instructions. A living trust is also known as an inter vivos trust, which means “between living persons.” Benefits of a Living Trust There are … Read more
What is a Special Needs Trust? A special needs trust is a legal arrangement that allows you to provide financial support to a person with a disability without disqualifying them from government benefits such as Medicaid and Supplemental Security Income (SSI). How Does a Special Needs Trust Work? A special needs trust is funded with … Read more