Ask the Experts: Do I need to set up a trust?
November 26 2012
This week, Sacramento, Calif., attorney Kay Brooks answers one of the most basic questions in financial planning: Do I need a trust or not?
Q: When is it best to set up a trust? My assets are four cars, household goods (but no house), less than $100,000 in savings, and a federal retirement account. What type of trust would you recommend, and how do I select a firm to set one up?
To read Kay Brooks answer, visit the Ask the Expert column here on the Sacbee.com.