While most of our clients do use a revocable trust, it made me think about the folks who really don’t need one. Below, you will find four scenarios where a basic will package will do the trick.

While a revocable trust can be an excellent tool to plan for estates and avoid basic tax planning mistakes ... Everyone who forms an irrevocable trust should also form a revocable trust.

Many retirees go to nursing homes as their needs increase, creating a dilemma for protecting their wealth. A revocable trust ...

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 ...