Category Archives: Factors for Creating

To Trust or not to Trust: Part IV…Real Estate

This is the fourth in a series of posts on whether it makes sense to create a revocable living trust or not.  You can read previous posts here (health and age), here (family dynamics) and here (privacy and estate size). … Continue reading

Posted in Ancillary Probate, Estate Planning, Factors for Creating, Probate, Real Property, Revocable Living Trusts, Trusts | 3 Comments

To Trust or not to Trust: Part III…Taxes and Privacy are Factors in Creating a Trust

Another reason a person might want to establish a trust is the privacy a living trust bestows. A will needs to be probated, or in layman’s terms, submitted to the court for review. The will becomes part of the public … Continue reading

Posted in Estate Planning, Factors for Creating, Federal Estate Tax, Revocable Living Trusts, Trusts | 4 Comments

To Trust or not to Trust: Part II…More Reasons to Create a Revocable Living Trust

Last post, I described several reasons why a person might move their assets into a revocable living trust.  But there are additional factors that play into whenever transferring assets into revocable living trust makes sense for a client. Another reason … Continue reading

Posted in Estate Planning, Factors for Creating, Revocable Living Trusts, Trusts | 5 Comments