Your Tax ID Number

As long as you are acting as Trustee of your Revocable Living Trust, you do not need to obtain a separate tax identification number for your trust or to file a separate trust tax return. The Internal Revenue Service (IRS) prefers that you use your own Social Security...

Using Your Trust Certificate

Your Revocable Living Trust Portfolio contains a Certification of Trust. In your certification, you state in writing that: your trust exists; you are one of the Trustees; and you have the authority and power to transact business as a Trustee. Most institutions have...