January 18, 2024
What assets should not be in a trust?

What Assets Should Not Be in a Trust?

Estate planning is a critical part of ensuring that your assets are secure and transitioned properly to the people or organizations you want, and a living trust can be used as a valuable instrument in estate planning. Trusts offer several significant advantages, like allowing you to dictate the distribution of your assets. However, it’s also important to understand what assets should not be included and why; every individual estate is unique and needs personalized attention […]