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January 2016 Archives

VIDEO: Why many people choose to create a revocable trust over a will

A will is an effective way of transferring assets upon death, but it isn't the only way. Many people are surprised to hear that they can accomplish the same goals, plus receive additional benefits, by creating a revocable trust.

VIDEO: How trusts can protect assets in times of crisis

A trust is an estate planning tool that allows people to transfer assets out of an individual's name, thereby protecting and shielding the assets. Trusts can be especially useful in times of crisis. For example, assets can be placed in trusts to keep them out of Medicaid's reach when a person is in need of home care or nursing home care.