by Megan Fowles | Sep 24, 2025 | Client Guides, Estate Planning - Wills & Trusts
Titling Assets in the Name of Your Trust One of the key purposes of a trust is to avoid probate and simplify the transfer of assets. For your trust to work as intended, assets must be titled correctly: Real estate: Work with an attorney or title company to prepare and...
by Megan Fowles | Mar 12, 2025 | Client Guides, Estate Planning - Wills & Trusts
Set Up a Living Trust A revocable living trust is one of the easiest ways to avoid probate. You transfer your assets into the trust but keep control as the trustee. When you pass away, a successor trustee takes over and distributes the assets as you planned—no court...
