Transferring a Mortgage into a Living Trust

Transferring a Mortgage

Living trust are incredible tools for estate planning and cover a range of benefits from tax breaks and avoiding probate, to asset protection and management of assets at the end of life. Typically, placing real estate into a living trust is simple, but with a mortgage it becomes more complicated. To place the mortgage into…

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Asset Protection for Real Estate Investors

Asset protection for real estate investors

Investing in real estate is a good way to diversify your portfolio and gain reoccurring investment income, but as any investment goes this does not come without its risks. As the landowner of an investment property, you may run the risk of a hefty lawsuit or losses by damaged property if you are not properly…

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Living Trusts vs Wills: When is a Living Trust More Appropriate?

living trust in arizona

There are various estate planning tools that may be recommended by a knowledgeable estate planning attorney to accomplish the purpose of passing on assets to others. Making the determination between a will and a revocable living trust comes down to what you want to achieve with your estate plan overall as well as your individual…

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Essential Components of a Trust


When people say they want a Trust put together, they are usually saying that they want a document that will say who will get what when they die. People who want to avoid probate will often want a Trust. But, what exactly goes into a Trust and what do you need to think about before…

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Estate Planning and Your IRA

estate planning

Estate planning often includes looking at who you have named as beneficiaries on your IRAs. You want to be sure to discuss who to name, not only with an investment advisor but also with an estate planning attorney.

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Keys to Creating an Effective Trust

Living trust photo

A living trust is a highly effective planning tool.  Depending on your needs and the size of your estate, a trust can be simple or incredibly complex.  Regardless, if you do not currently have an estate plan in place and would like to know if a trust is appropriate for you, read on to better…

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The Biggest Benefits of a Living Trust

Living Trust photo

It is a potentially grave assumption to only think of a living trust as a means to avoid probate.  There are many reasons and ways a living trust can be utilized in your long-term estate planning, regardless of the size of your estate.  To be able to determine if a living trust is an appropriate…

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