A Living Trust Primer

March 29, 2021By Phil Clark, CPWA®,CFP®, CLU®

A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. What is a Living Trust? A living trust is created while you are alive and funded with the assets you choose to transfer into it. The trustee (typically, you) has full power Read the full article…