How to Know If You Need a Will or Trust

Estate planning can provide for the proper distribution of your assets to your beneficiaries after you die. In some cases, a living will or trust may help, especially if you have children who are minors or assets like mutual funds, brokerage accounts or other non-retirement assets that don’t pass via beneficiary designations.

To learn more the role a will or trust plays in your estate plan, watch this short video.