Why Savvy Families Are Choosing Living Trusts to Secure Their Wealth

Thursday, 25 July 2024, 16:15

Financial expert Suze Orman emphasizes the importance of creating a 'Living Trust' to safeguard family wealth from lengthy probate processes. According to Trust & Will, probate can take over two years, delaying access to inherited assets for loved ones. Establishing a Living Trust can provide immediate access to funds and ensure a smoother transition of wealth. Families looking to streamline this process should consider taking proactive steps today.
Yahoo Finance
Why Savvy Families Are Choosing Living Trusts to Secure Their Wealth

Understanding the Importance of Living Trusts

According to Trust & Will, the total time from beginning the probate process to its resolution can exceed two years. This prolonged timeframe can severely impact families who are unable to access their inherited assets during this period.

The Recommendation from Suze Orman

Financial expert Suze Orman urges families to take charge of their financial planning. By establishing a 'Living Trust', families can shield their wealth and avoid the complications of probate courts.

Benefits of Setting Up a Living Trust

  • Immediate access to funds
  • Smoother transition of wealth
  • Avoids lengthy probate delays

In conclusion, families looking to protect their financial legacies should consider creating a Living Trust as a proactive measure to ensure their loved ones have uninterrupted access to their inheritance.


This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.


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