A living trust is a legal document you set up while you’re alive to ensure that the assets you put in the trust, such as real estate, stock and bond holdings, CDs, and jewelry, are distributed ...

However, there are several assets that should not be placed in a living trust. 1. Qualified Retirement Accounts Negrin-Wiener explained that qualified retirement accounts, such as an IRA, 401(k ...

For a living trust to work, you have to do the hard work of transferring legal title of assets to it. That means changing the deeds to real estate and recording them as local law requires.

This article is intended for educational purposes only and is not legal advice. For guidance on your personal situation, ...

Often, people fund a living trust with real estate, financial accounts, life insurance, annuity certificates, personal property, business interests and other assets. The most notable types are ...

One type of investment that doesn't quite fall into these categories and is often overlooked is the real estate investment trust (REIT). A real estate investment trust (REIT) is a company that owns, ...

also known as a living trust, is a flexible estate planning tool. "You retain control of your assets within a revocable trust during your lifetime," says Ryan Langan, a CFP professional ...