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10 Types of Trust You Might Need

Here’s a quick overview of ten common types of trusts that are key tools in the planning toolbox. Creating an estate plan can seem daunting – that’s where I can help. When we meet to discuss your goals, we’ll address your specific circumstances and your specific wishes. We’ll find the right tools in the toolbox to design a plan that incorporates the best kinds of trusts for your family and financial situation.

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How a Living Trust Fits into Your Estate Plan

A comprehensive estate plan has many parts. The most common of these are a will and a living trust, which work together to help you and your family plan for the future. Living Trust vs. a Will Often, people ask me “why have a trust …

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