What assets should I include throughout my trust? The assets don't need to listed in the trust document, however can a good idea to have some sort of addendum on the trust positive the Successor Trustee knows which assets are being administered. They will certainly make their job easier and they will thanks a lot enormously.

So, how to proceed? The starting point start is education, make a difference your ageing. Educate yourself on investments, retirement planning, tax and estate planning, and all those areas that may you be a better steward of your life situation. Undoubtedly are a a many good books and websites that will assist you.

I encourage you to train yourself. Books are not expensive