
Common Trust Mistakes to Avoid
Trusts can be powerful estate planning tools. However, simple errors can lead to delays, disputes and unintended outcomes.

Trusts can be powerful estate planning tools. However, simple errors can lead to delays, disputes and unintended outcomes.

Trusts are a powerful estate planning tool. However, they are not always immune to lawsuits—understanding the risks is key to protecting your legacy.

Testamentary trusts can offer control and protection for your heirs. However, they require court involvement and may not suit every estate plan.

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A trustee plays a critical role in managing a trust. However, if they become incapacitated, prompt action is necessary to protect the trust’s assets and beneficiaries.

Generational wealth is only meaningful if it is preserved and transferred effectively. Estate planning ensures financial stability for future generations.

Creating a trust is only half the battle—funding it ensures that your assets are protected and distributed according to your wishes.

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A revocable living trust offers flexibility, including the ability to change trustees as circumstances evolve. An estate planning attorney helps ensure a seamless transition, protecting your intentions and safeguarding beneficiaries from potential conflicts.

There are options for people who don’t have family—or don’t want their family—to handle their affairs.