A. A trust is an agreement where you set up certain guidelines for how your assets will be handled for your beneficiaries. Usually a trust is set up in order to reduce estate tax liability, avoid probate (or validating a will) and your wishes for your resources beyond your death.
What is this page about?
This page is dedicated to answering some of the most common questions that we have heard from our class members.
If you can't find the answer to your question below, please feel free to fill out the form below and we can answer it!
This page is designed to provide accurate and authoritative information with regard to the subject matter covered; however, it is offered with the understanding that the author is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.
Disclosure of Material Connection
If you purchase a product or service I reference next to a link you click, I will receive an “affiliate commission.” I am disclosing this in accordance with the Federal Trade Commission’s 16 CFR, Part 255: “Guides Concerning the Use of Endorsements and Testimonials in Advertising.”
But Remember: Regardless of whether I receive a commission, I ONLY recommend products or services I use personally and believe will be good for you.