A Living Trust can help you protect your spouse and estate. A trust may also be able to help you avoid probate court, cut down estate taxes, and keep everything private. Make sure things are as easy as possible for your spouse if you pass. A Living Trust helps protect married couples and can save you money.
Choosing a joint trust can help simplify things and you can avoid conservatorship proceedings when you and your spouse share a trust. Together, you can decide how your assets are managed. It can also make things easier on a spouse when one of you passes. Handling everything with one document makes the process easier. Choose your beneficiaries, decide who will carry out your wishes, and make sure a system is in place in case one or both of you become incapacitated. A Living Trust can help make asset management, now and in the future, simpler.
Note: If your estate is larger than the federal estate tax exemption amount (currently five million), consult with an estate attorney
Other names for this document: Joint Inter Vivos Trust
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