Whenever we acquire assets, we take title to them in many ways. Most time, we really don’t give this much thought. We just think of them as “ours”. Sometimes, with larger assets especially, we do give consideration at to how we want to title (take ownership) those assets. For example, when we purchase a home we may take title in the name of our Living Trust.
That said, many times we need to change the ownership of our assets for a variety of reasons:
- Marriage or Divorce
- Tax Issues
- College Planning
- Asset Protection
Download our article, “An Overview of Asset Transfer Strategies” and keep it as a handy guide and reference tool.
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