However, there are several assets that should not be placed in a living trust. 1. Qualified Retirement Accounts Negrin-Wiener explained that qualified retirement accounts, such as an IRA, 401(k ...

such as real estate, to be transferred, the title change must go through the courts, which can bring filing fees to register title changes. And unfortunately, unless the living trust is ...

However, for more substantial changes, like changing how assets are distributed, the living trust may need to be completely redone. Whatever the case, you always want your estate plan to reflect ...

To be covered by the terms of the agreement, assets must be assigned to the living trust. This officially retitles them as property of the trust. Real estate, financial accounts — including ...