Asset Management

Learn about asset management strategies for estate planning. Discover how to organize, protect, and preserve wealth through trusts and other tools.

How does asset management work in estate planning?

Asset management in estate planning involves organizing and structuring your wealth through various tools like trusts, investment accounts, and ownership structures. These strategies can help preserve value, provide tax benefits, and ensure assets transfer according to your wishes while potentially avoiding probate.

Estate Inventory Checklist: Complete Guide to Cataloging Your Assets
Asset ManagementEstate Planning 101TrustsWills

Estate Inventory Checklist: Complete Guide to Cataloging Your Assets

An estate inventory checklist simplifies asset management and distribution by helping you organize everything from financial accounts and real estate to sentimental items and digital assets.
SimplyTrustSimplyTrust EditorialDecember 16, 2025
The Role of Beneficiaries in Estate Planning and Management
Asset ManagementEstate Management

The Role of Beneficiaries in Estate Planning and Management

Understand the vital role of beneficiaries in estate planning, ensuring your assets go where you intend—peace of mind awaits!
SimplyTrustSimplyTrust EditorialMay 16, 2025
Non-Financial Assets in Trusts? Yes.
Asset ManagementTrusts

Non-Financial Assets in Trusts? Yes.

Explore how trusts can hold non-financial assets like artwork and family heirlooms, offering control, protection, and privacy.
SimplyTrustSimplyTrust EditorialMarch 24, 2025
10 (Ridiculous) Grounds for Getting a Trust
Asset ManagementTrusts

10 (Ridiculous) Grounds for Getting a Trust

Protect your vintage toasters, plan for cryogenic freezing, and fund your iguana’s future by getting a trust.
SimplyTrustSimplyTrust EditorialFebruary 27, 2025
What Does “Fund a Trust” Mean?
Asset ManagementEstate Planning 101

What Does “Fund a Trust” Mean?

Funding a trust means connecting your assets to your trust so they transfer to the trust when you pass away, avoiding the costly and time-consuming probate process.
SimplyTrustSimplyTrust EditorialJanuary 29, 2025
What Goes in Trusts? Here are 50 Things.
Asset ManagementTrusts

What Goes in Trusts? Here are 50 Things.

What goes in trusts? Almost anything, really, from your home to your grandmother’s tea set to your favorite wrench.
SimplyTrustSimplyTrust EditorialJanuary 23, 2025