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PUTTING YOUR TRUST IN TRUSTS?
In a recent blog post, the CFP Board's Eleanor Blayney looks into whether setting up a trust makes sense as part of your estate plan. You may assume that trusts are just for the super rich, but having a lot of wealth is just one of many reasons why setting up a trust is a smart financial strategy. So how do you go about setting up a trust? First of all, you must decide if you want the trust to go into effect now, or at your death. Similarly, you can make the trust revocable, which allows you to change the provisions of the trust anytime, or irrevocable, which means its terms cannot be subsequently altered once it has been established. Many people create revocable living trusts to hold assets while they're alive. These trusts then become irrevocable upon their death. The purpose for doing this is to avoid the time and expense of probate, as well as to provide instructions for the management of their assets in the event they become incapacitated... HIGHLIGHTED EVENT: Are you an investor looking for an opportunity to learn from the best and brightest in the investing world? Attend the AAII 2015 Investor Conference ...
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Certified Financial Planner Board of Standards, Inc. (CFP Board) is non-profit organization based in Washington, D.C. that sets professional competency and ethics standards for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Founded in 1985, CFP Board's mission is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning.
Bond Price Tables
Bond Yield Calculator
Buying And Selling Bonds
Callable and Redeemable Bonds
Guide to Bond Basics
Reading Bond Prices
Smart Bond Investing
What Are Bonds?
Why Bond Prices Go Up and Down
401(k) Resource Center
An Investor's Checklist for Selecting a Professional Financial Advisor
Consumer Guide to financial Planning
FAQ on 529s
Free Credit Reports
Fundamentals of Saving and Investing
Get Smart About Your Money
Intro to 529 Plans
Managing The Relationship Between You and Your Advisor
MoneyTrack TV series
Roth Vs. Traditional IRAs
Social Media and Investing
Women and Pensions - What Women Need to Know and Do
An Online Learning Guide to Trading Futures
A Guide to the Language of the Futures Industry
Background Affiliation Status Information Center (BASIC)
Basics of Futures Trading
Forex Fraud Warning
Forex Online Learning Program
Forex: What Investors Need To Know
Single Stock Futures
Arbitration and Mediation
State Securities Agencies
What is a CFA Charterholder?
12 Common Investor Errors
Ahorrando para el futuro
Defining Investment Objectives
Investor 'Survival Skills' Lacking
MoneyTrack TV series
Opening a Brokerage Account
Saving for Retirement
A Guide For Investors
Closed End Funds
Figuring out Your Mutual Fund Portfolio
Mutual Fund Breakpoints
Mutual Fund Expense Analyzer
Mutual Fund Fees
Socially Responsible Mutual Funds
Avoiding Investment Fraud and Abuse
Investing Basics for Older Americans
It’s Never Too Late To Save
Planning for Stages of Retirement
Reaching Retirement Goals
Retirement Catch-up for Late Starters
Senior Investment Resources
Threats to Senior Investors
Top Ten Ways To Beat The Clock And Prepare For Retirement
What To Know About 'Senior Specialists'
Language of Options
Options Basics Course
Consumer Guide to Financial Self-Defense
Cross-border Online Fraud
Don’t Become a Victim of Investment Fraud
Elder Investment Fraud
Know the Signs of Fraud
Opportunities & Risks
Poaching Veterans’ Pensions
Protecting Online Brokerage Accounts
Scams and Swindles
Social Networking Fraud
Top 10 Scams
What You Can Do to Avoid Investment Fraud
Analyzing Analyst Recommendations
Hedge Funds: Are They Right for You?
What is a hedge fund?
What Steps You Should Take When Your Stock's Price Falls
Economic History in the U.S.
Financial Workshop Kits
Fraud Scene Investigator
NEFE High School Financial Planning Program
NYSE Teacher Workshop
Teacher CARE Package
529 Savings Plans
Avoiding Identity Theft for College Students
Fraud Scene Investigator
Just Starting Out
Kid's Savings Calculator
Kid's Savings Game