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Revocable Living Trusts
A revocable living trust can hold assets during life while allowing the person creating it to retain control and change or revoke the trust, subject to its terms.
01
Funding matters
Creating a trust and actually transferring the intended assets to it are separate steps. An attorney can explain how titling and beneficiary designations interact with the plan.
02
Not one-size-fits-all
A trust may be useful in some situations and unnecessary in others. State law, family needs, assets, and goals all matter.