Assets

Learn about different asset types in estate planning - from real estate to digital assets. Discover how trusts help protect and transfer your family's wealth.

How do I determine which assets need to be included in my trust?

Most valuable assets can benefit from trust inclusion, including real estate, bank accounts, investments, and personal property. Consider assets that would go through probate if owned individually, as placing them in a trust can help your family avoid that lengthy court process. Digital assets like online accounts and cryptocurrency are increasingly important to document as well.

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
What Is Community Property Versus Equitable Distribution?
Estate Planning

What Is Community Property Versus Equitable Distribution?

Discover the differences between community property and equitable distribution, and how they impact estate planning, especially in divorce situations.
SimplyTrustSimplyTrust EditorialOctober 2, 2025
How Splitting Assets in Divorce Works
Estate Planning

How Splitting Assets in Divorce Works

Understanding how splitting assets in divorce works can make the divorce process smoother and more equitable.
SimplyTrustSimplyTrust EditorialJuly 29, 2025
5 Ways To Protect Separate Property in Divorce
Estate Planning

5 Ways To Protect Separate Property in Divorce

Protecting separate property in divorce takes smart planning and documentation. Without it, what’s separate can easily turn communal.
SimplyTrustSimplyTrust EditorialJuly 22, 2025
Understanding Community Property and Separate Property
Estate Planning

Understanding Community Property and Separate Property

Knowing the difference between community property and separate property can help you manage and distribute assets with clarity and fairness.
SimplyTrustSimplyTrust EditorialJuly 21, 2025
5 Assets Not for Trusts: What Not to Fund in Your Trust
Trusts

5 Assets Not for Trusts: What Not to Fund in Your Trust

Some assets just aren’t trust material. Here’s a list of five assets not for trusts—five things to keep out and why.
SimplyTrustSimplyTrust EditorialJuly 7, 2025
Retirement Trusts for Securing Your Golden Years
Retirement PlanningTrusts

Retirement Trusts for Securing Your Golden Years

Understanding what retirement trusts can do for you starts with recognizing they’re not just for the wealthy. They’re for anyone with retirement savings, property, or investments.
SimplyTrustSimplyTrust EditorialJune 12, 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
The Benefits of Including Life Insurance in Estate Planning
Estate Planning

The Benefits of Including Life Insurance in Estate Planning

Life insurance in estate planning can offer security and flexibility that other assets simply can’t match.
SimplyTrustSimplyTrust EditorialApril 11, 2025
30 Reasons to Update Your Trust
Life ChangesTrusts

30 Reasons to Update Your Trust

Life changes and legal updates may necessitate revisiting a trust. Here are 30 reasons to update your trust.
SimplyTrustSimplyTrust EditorialMarch 4, 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