Revocable Trusts: Flexibility and Control in Your Estate Planning
What is a Revocable Trust? A revocable trust is one of the estate planning tools that can help you give directives for how you would
What is a Revocable Trust? A revocable trust is one of the estate planning tools that can help you give directives for how you would
What is a Trust? When it comes to securing your future and protecting your hard-earned assets, establishing an irrevocable trust can be a game-changer. But
One part of creating an estate plan is to determine who will receive your assets when you pass away. A beneficiary is a person, charity,
Recently, there’s been news about how a new IRS ruling (Revenue Ruling 2023-2) in March 2023 affects the step-up in basis for certain irrevocable trusts.
There are many benefits of having a trust. When you start doing your estate planning, you need to decide whether a will, a trust, or
While estate planning has a lot of different tools and techniques to meet your needs, many people enjoy the benefits of a revocable trust (also
Many of our clients decide to take advantage of the benefits a trust offers. It’s common for the person who created the trust (grantor) to
Trusts have become a very popular estate planning tool. That means there are more and more trustees around who are now obligated to administer a
As an older parent, you may think it’s a good idea to put your adult child on your home deed because it’s a way for
It’s not a good idea to put a retirement account in a trust. In general, there are many good reasons to put an asset into
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