As a financial advisor and CPA, one of the top questions I receive are “what is a trust” and “do I need a trust?” There are a so many different types of trust (i.e. GRAT, CLAT, ILIT, GST, revocable, irrevocable, charitable, asset protection, the list goes on and on), but in this article we are only going to cover the revocable living trust (aka: inter vivos trust) because that is the most common. The main reason why people create trusts is to avoid probate, but a trust has many other benefits. 

Planning for your family's future is an essential part of managing your wealth. Estate Planning helps ensure that your legacy is protected in the event of your death or incapacity. In this webinar, ACap’s Matt Crisafulli and Armine Bazikyan of Bazikyan Law Group discuss what is included in an estate plan, the process behind setting up an estate plan, and how an estate plan can help you achieve your long term planning goals.