Control vs Protection Quiz: Which Trust Do You Need?
Take this simple quiz to discover whether a revocable or irrevocable trust should be the cornerstone of your estate plan.
Do you want an estate plan that prioritizes flexibility, probate avoidance and keeps you in charge? Or one that focuses on long-term asset protection and estate tax minimization? This short quiz will help you understand if your current needs align more closely with a revocable or an irrevocable trust. Let's find your fit!
If you want to learn more about trusts and estate planning, you can follow the links below the personality quiz to expand your knowledge.
More on Trusts, from the Kiplinger team:
- Revocable vs Irrevocable Trusts: It Comes Down to Control vs Protection
- Is Your Estate at Risk? The Five Trusts You May Be Missing
- Is a Living Trust the Right Choice for Your Estate Plan?
- Six Reasons to Disinherit Someone and How to Do It
- Estate Planning Checklist: 13 Smart Moves
- Six Ways to Make Talking With Family About Estate Planning Easier
- Wills Gone Wild: How to Avoid Estate Planning Disasters
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