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Assets

Explore the importance of assets in estate planning and how simplytrust helps manage and maximize your financial legacy effectively.

What types of assets can be included in a trust using SimplyTrust?

SimplyTrust supports diverse asset types for inclusion in a trust. These include real estate like residential and commercial properties, personal valuables such as jewelry and art, various vehicle types, and financial accounts including bank and retirement accounts. Additionally, digital assets can also be managed, focusing on documenting and securing their inclusion within the trust. Understanding these asset categories is crucial for comprehensive estate plans, aiding in the efficient transfer of wealth and the protection of a family's financial interests over time.

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
Differences Between Individual Trusts and Joint Trusts
Estate Planning 101Estate Planning TermsTrusts

Differences Between Individual Trusts and Joint Trusts

Individual trusts provide full control and privacy for a single person, while joint trusts simplify management for couples. Each has unique benefits and drawbacks based on personal circumstances and estate planning goals.
SimplyTrustSimplyTrust EditorialFebruary 17, 2025
An Estate Inventory Checklist for You
Asset ManagementEstate Planning 101TrustsWills

An Estate Inventory Checklist for You

An estate inventory checklist simplifies asset management and distribution. It can help organize personal info, financial accounts, real estate and more.
SimplyTrustSimplyTrust EditorialFebruary 14, 2025
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