White Papers

White Paper: Living Trusts

This white paper provides a comprehensive overview of living trusts, exploring what they are, how they work, and the many benefits they can bring to estate planning. It outlines the steps involved in setting one up and key terms to understand. This paper also includes scenarios that highlight how individuals can utilize living trusts to meet their unique estate planning needs effectively.

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What’s Included

1. Introduction
2. How Trusts Work
3. Advantages of Trusts
4. Setting Up a Trust
5. Examples 
6. Terms to Know
7. Additional Resources