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Home > Planned Giving > Put Some Kick Into Your Estate Plan by Using Trusts Put Some Kick Into Your Estate Plan by Using TrustsRemember These Other Important DocumentsIn addition to considering a revocable living trust, make sure you have a will, a living will and a durable power of attorney in place. Make sure your trust is updated regularly. Tax laws, family circumstances and financial situations are always changing. The living trust you create today may not be appropriate for you in five or 10 years, and the choices you have made with regard to trustees and guardians may no longer meet your needs. For these reasons, it is important to review your living trust with your attorney at least every three years. We hope our Web site has answered many of your questions about living trusts. Here are some actions to take to learn more about this estate planning tool.
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The information in this Web site is not intended as legal advice. For
legal advice, please consult an attorney. Figures cited in examples are
for hypothetical purposes only and are subject to change. References to
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taxes and/or state law may impact your results. |