Estate planning is critical to preserving generational wealth. For many families ... around and spend their money as desired. A living revocable trust provides this advantage.

A living trust is a legal document you set up while you’re alive to ensure that the assets you put in the trust, such as real estate, stock and bond holdings, CDs, and jewelry, are distributed ...

A Testamentary trust is set up in a will and established only after the person's death when the will goes into effect. Living trusts can be either "revocable ... if it grows. Generation-skipping ...

Real Estate Attorney Dave Schlueter with the Law Offices of Dave Schlueter Ltd. joins the show to share details surrounding a revocable ...

As its name suggests, a revocable trust, also called a revocable living trust ... president of Monument Group Wealth Advisors in Concord Mass., which manages $550 million in assets.

A revocable trust is a specific type of living trust that can be modified, amended or revoked during the grantor's lifetime. This flexibility makes it a popular choice for those who want to retain ...

Though a generational wealth transfer is well underway, not every young person is fortunate enough to have a fat inheritance coming their way or a fat trust to help cover the monthly bills.

A revocable trust, also known as a living trust, is a flexible estate planning tool. "You retain control of your assets within a revocable trust during your lifetime," says Ryan Langan ...