Living Trust Guidebook

Our Living Trust Guidebook is designed to help you quickly find and understand essential information related to your trust and estate plan.

When creating a trust, one of the first steps is choosing the trust's name. This decision, while seemingly simple, can have a variety of implications, both practical and personal.

Selecting a trustee is one of the most critical decisions you'll make when creating a trust. The trustee is the person responsible for managing and distributing the trust’s assets according to your wishes.

When deciding who will benefit from your trust, it’s natural to think about your immediate family or loved ones. However, it’s equally important to consider unique and uncommon scenarios that could impact your decisions and the long-term success of your estate plan.

One of the most important decisions when creating a trust is determining how your beneficiaries will receive their inheritance. There are various payout methods that can align with your goals.

One of the most important responsibilities in estate planning is ensuring that your children are cared for if something happens to both parents.

Philanthropy plays a significant role in many families' trust planning, allowing you to give back to causes and organizations that reflect your values. Whether it’s supporting religious organizations, charitable causes, or non-profits, your trust can be structured to ensure that your legacy of giving continues long after you’re gone.

Thinking about end-of-life decisions can be difficult, but having a plan in place ensures your wishes are respected and eases the burden on your loved ones. Including medical and end-of-life instructions as part of your estate planning is just as important as managing your financial assets.

For physicians, business interests are often a significant part of their wealth and legacy. Whether you’re employed in a W2 role at a hospital system or running your own private practice, handling your business interests in your trust requires careful consideration.

One aspect of estate planning that’s often overlooked is how outstanding debts and liabilities will be handled after your passing.

Thinking about end-of-life decisions can be difficult, but having a plan in place ensures your wishes are respected and eases the burden on your loved ones. Including medical and end-of-life instructions as part of your estate planning is just as important as managing your financial assets.