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When Your Heirs Can Expect To Get Their Money Or Other Asset

Trusts

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Since title to the assets in a trust does not have to be changed at death, the use of, or benefit from, assets in a trust can pass immediately upon death. The trustee can distribute property directly based on the instructions you spelled out in the trust document.

If the idea of using a trust is of interest to you, read our article on trusts, particularly Revocable Living Trusts – before you see a lawyer. As you will read, we do not recommend that you set up a revocable living trust without at least having an attorney review the documents.

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Trusts 101

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