Investment Allocation
Learn how investment allocation works in trusts and estate planning. Discover strategies for diversifying assets and managing risk in your estate plan.
How do I allocate investments in a revocable living trust?
Investment allocation in a revocable living trust works the same as in your personal accounts since you maintain control as trustee. You can diversify across stocks, bonds, real estate, and other assets based on your risk tolerance and timeline. The trust structure doesn't change your investment options, but it does allow your successor trustee to manage these investments seamlessly if you become incapacitated. Many people transfer existing investment accounts directly into their trust to maintain their current allocation strategy.
