Trusts
PROS
Avoids probate.
Keeps your estate private.
Protects assets from creditors.
Controls distributions.
Covers incapacity.
CONS
More expensive upfront.
Requires ongoing management.
Not ideal for small estates.
Can be complex.
Doesn’t replace a will.
WILLS VS. TRUSTS: WHICH ONE PROTECTS YOUR FAMILY BEST?”
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THE PROPER USE OF A TRUST
When should you use a trust?
A trust is one of the most powerful tools in estate planning, offering protection, privacy, and control over your assets. While a will directs who gets what, a trust goes a step further—allowing you to avoid probate, reduce legal complications, and safeguard your wealth for generations. Here’s when a trust is the right choice for your estate plan:
YOU WANT TO AVOID PROBATE
A trust ensures your assets transfer immediately and privately to your beneficiaries without court involvement, saving time, money, and stress.
YOU OWN REAL ESTATE IN MULTIPLE STATES
A trust helps you avoid probate in each state, streamlining the transfer process for out-of-state properties.
YOU’RE IN A BLENDED FAMILY
A trust lets you provide for your spouse while guaranteeing your biological children still receive their rightful inheritance.
YOU HAVE MINOR CHILDREN OR SPECIAL NEEDS BENEFICIARIES
A trust allows you to control how and when assets are distributed, ensuring responsible management and long-term care.
Frequently Asked Questions
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“ISN’T A TRUST JUST FOR RICH PEOPLE? I DON’T HAVE MILLIONS—DO I REALLY NEED ONE?”
No! A trust isn’t just for the ultra-wealthy—it’s for anyone who wants to avoid probate, protect their assets, and ensure their loved ones inherit without legal headaches. Even if you have a modest estate, a trust keeps your family out of court, prevents disputes, and ensures your wishes are carried out smoothly.
“IF I PUT MY MONEY IN A TRUST, DO I LOSE CONTROL OVER IT?”
Not at all! With a revocable living trust, you stay in complete control of your assets during your lifetime. You can add or remove property, change beneficiaries, or even dissolve the trust entirely if your circumstances change. A trust doesn’t take away your power—it gives you more control over what happens after you’re gone.
“I LOVE MY SPOUSE, BUT WHAT IF THEY REMARRY AFTER I DIE? WILL MY MONEY GO TO THEIR NEW FAMILY?”
Without a trust? Possibly. But with the right trust in place, you can ensure your spouse is provided for while guaranteeing your children or chosen beneficiaries still receive their rightful inheritance. A trust allows you to set clear rules—so your assets won’t accidentally end up with a new spouse, stepkids, or someone you never intended.
“CAN MY KIDS FIGHT OVER MY TRUST AFTER I’M GONE?”
They can try, but a properly structured trust makes it much harder for anyone to challenge your wishes. Unlike a will, which is easier to contest in court, a trust provides clear instructions, legal protections, and built-in safeguards to reduce family disputes. Plus, you can add a no-contest clause to make sure anyone who challenges your trust risks losing their inheritance altogether.
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