Question: Do I need a revocable trust to avoid probate if: 1. all my accounts have a designated beneficiary; and 2. I sign Fidelity’s form confirming the beneficiary? And as far as non-monetary [...]

Question: What is the advantage of a trust over a will if your estate is under $1 million? Response: There are several advantages to using a trust no matter the size of your estate. Here are a [...]

Question: I have a will and a revocable living trust. I just read about the complications in funding the trust; i.e., to change my accounts names into the trust’s name, even having to close [...]