Should You Put Stocks and Bonds in a Trust?

Tag Archives: Stocks or Bonds

Should You Put Stocks and Bonds in a Trust?

Using trusts can help bypass probate—a process which can take several months or more. Most people hope to avoid sending assets through probate whenever possible. Did you know that you can put stocks and bonds in a trust for your heirs? Generally, stocks and bonds can be transferred into a trust under certain procedures. Here […]

Putting Stocks or Bonds into a Trust

Transferring stocks and bonds into a trust is possible, but it takes some time and know-how, which means you should seek the assistance of an experienced estate planning attorney to do it correctly. You will need to be mindful of both state and federal laws, along with any specific requirements established by the issuer of […]