3 Benefits of Using a Living Trust to Pass an Inheritance to Your Family

This article is intended for educational purposes only and is not legal advice. For guidance on your personal situation, please contact a lawyer.Thorough financial planning involves many things. There's budgeting, goal-setting, investing, retirement savings, and estate planning. Most people are familiar with the first four, but estate planning is often put on the back burner because it feels less urgent or something only reserved for the wealthy.However, that's far from the case. Estate planning is important for anyone who wants to ensure their assets are distributed according to their wishes when they're no longer around. It's also important to avoid unnecessary legal hurdles.Continue reading

Mar 22, 2025 - 10:19
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3 Benefits of Using a Living Trust to Pass an Inheritance to Your Family

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

Thorough financial planning involves many things. There's budgeting, goal-setting, investing, retirement savings, and estate planning. Most people are familiar with the first four, but estate planning is often put on the back burner because it feels less urgent or something only reserved for the wealthy.

However, that's far from the case. Estate planning is important for anyone who wants to ensure their assets are distributed according to their wishes when they're no longer around. It's also important to avoid unnecessary legal hurdles.

Continue reading