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trustinfoKNOWLEDGE FOR YOUR NEXT CHAPTER

A LITTLE MORE CLARITY

Good questions.
A thoughtful place to start.

Explore the basics, then bring the details of your situation to a qualified professional.

Start with the people and priorities you want a plan to address. Read the basics, write down unfamiliar terms, and bring your questions to a qualified estate-planning attorney.

The grantor creates the trust, the trustee administers it, and beneficiaries receive its benefits. A person may hold more than one role.

Funding refers to placing assets into the trust. Signing a document and transferring the intended assets are separate steps to discuss with your advisor.

No. A trust can be created during life or through a will. Revocability, management powers, distribution terms and tax treatment are separate questions.

No. Tax treatment depends on the trust and applicable law. Ask a qualified tax professional to explain the treatment of your specific arrangement.

This site offers a starting point for learning. A recommendation requires a qualified professional to consider your goals, circumstances and state law.

YOUR NEXT CHAPTER

A better conversation starts
with better questions.

Bring a clear list of priorities to your next conversation with a qualified professional.