Living Trusts Explained

You've worked hard to build something worth passing on. Have you taken the steps to make sure your family actually receives it without a fight?

In this Meridian Market Minute, Nathan Gilbert breaks down what a living trust is, how it keeps the transfer of your assets out of the county court system, and why it tends to be a central piece of most estate plans, even when tax savings aren't the primary goal. He also covers the detail that makes or breaks a living trust: whether your accounts and property are properly titled in the trust's name before you need it to work.

This video is a practical starting point for anyone who has been putting off estate planning or who wants to make sure an existing plan is actually set up correctly.

Take the next step with a fiduciary advisor who puts your interests first.