Asset titling: How to do it and why it matters
How you title your assets is more important than you think. Here is what you need to know.
How you title your assets is more important than you think. Here is what you need to know.
When developing an estate plan, a trust is often considered. There are many benefits to a trust, however, before considering one you should understand what it is, how it works and if the benefits fit your situation.
The estate planning documents everyone needs: A Will, Power of Attorney, and Advance Medical Directives.
Get started
Learn
Frequently asked questions
400 East Pratt Street, 8th Floor, Baltimore, MD 21202
Investment advisory services offered through Facet Wealth, Inc.(“Facet”), an investment adviser registered with the Securities and Exchange Commission (SEC). Such registration does not imply endorsement or approval. Investing involves serious risks and past performance is no guarantee of future performance or success.
The information provided herein is for illustrative and educational purposes only and should not be considered a solicitation or an offer to buy or sell securities. Nothing contained herein should be interpreted as a recommendation or research regarding any investment or investment strategy, legal or tax advice.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
This material may contain data, links or other content from third-parties. Although Facet only provides information from sources it believes to be accurate, third party content is not guaranteed as to its accuracy or completeness. Any hyperlinks provided are intended as additional perspectives, should not be construed as an endorsement and may contain a separate privacy policy.
For additional information, please refer to our Legal Documents Page, our ADV 2A and our Customer Relationship Summary.