我看律師給我的問題中,提到的資產是:
Home, Second Home, Other Real Estate, Savings Accounts/CD's, Money Market Account, Stocks/Bonds, Mutual Funds, Annuities, Business/Practice,IRA, Other Retirement Plans, Life Insurance
我的理解是設立Living Trust就是把家裏的資產由原先個人的名下,轉到Family Trust的名下,並不妨礙消費。就是房產在轉賣的時候不能以Family Trust來操作,那個時候需要將房產的title再轉回個人。