Estate transfers: To trust or not to trust

Candy falling in an arc like shape and stacking

Estate transfers: To trust or not to trust

Vanguard Perspective


April 2, 2024

When it comes to estate transfers, many financial advisors and estate planning attorneys turn to trusts as a go-to solution.

But did you know that most estate transfers can be handled without a trust? And that alternative solutions usually cost less?


Estate transfers: To trust or not to trust

Discover five alternatives to trusts that could meet your clients’ needs while saving them money. 


All investing is subject to risk, including possible loss of principal.

This information is generation and educational in nature and should not be considered tax and/or legal advice. Any tax-related information discussed herein is based on tax laws, regulations, judicial opinions and other guidance that are complex and subject to change. Additional tax rules not discussed herein may also be applicable to your situation. Vanguard makes no warranties with regard to such information or the results obtained by its use, and disclaims any liability arising out of your use of, or any tax positions taken in reliance on, such information. We recommend you consult a tax and/or legal advisor about your individual situation.

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