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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
Trusts play a key part in estate planning since they provide great advantages for specific situations. So, let’s talk about the difference between a testamentary
A revocable trust is a very popular estate planning option. If a married couple wants to use that tool in their estate planning, they can
You’ve worked hard for your money, so it’s likely you want to leave as many assets as you can to your heirs. If you’re a
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