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Mar 12, 2015

Which Assets Should I Put in My Living Trust?

The general idea is that all of your assets should be in your trust. However, there are a few assets you may not want in your trust, or that cannot be put into your trust. Generally, assets you want in your trust include real estate, bank/saving accounts, investments, business interests, and notes payable to you. You will also want to change most beneficiary designations to your trust so those assets will flow into your trust and be part of your overall plan.

Categories: Estate Planning

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My name is Diana Hale, and I serve families and business owners in Denver, Colorado Springs, and the surrounding metro areas.

2000 S. Colorado Blvd.
Tower One, Suite 2000
Denver, CO 80222
Dir.: (720) 739-1799
Fax.: (888) 552-6580
Diana@HaleEstatePlanning.com

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2000 S. Colorado Blvd., Tower One, Suite 2000 | Denver, CO 80222
800-686-0168 | 720-739-1799 | 719-623-5822

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This website includes general information about estate planning, probate, and business law. These materials are for informational purposes only. They are not intended to be legal advice regarding any particular set of facts or circumstances. You need to contact a lawyer licensed in your jurisdiction for advice regarding your specific legal issues.