Do We Need a Joint Trust or Separate Documents? | NC

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Q: Do we need a joint trust as a married couple, or are separate documents better for our situation? A: Usually, you do not automatically need one joint trust as a married couple. For many couples, separate revocable trusts — or even coordinated wills, financial powers of attorney, health care documents, and updated beneficiary forms — work better. The best choice depends on how your home and…