Set up Trusts to minimize estate taxes, avoid probate court, and seamlessly transfer assets to your heirs. Learn what trustees do, the difference between Revocable Trusts and Irrevocable Trusts, Living Trusts and Trust Funds, and more.
Map out a smooth transition because it can get complicated.
An estate plan is a living thing. Don’t let it wilt.
A client may not think they have more than $11.4 million to qualify for the federal tax threshold, but the entirety of an estate might paint a different picture.
Your estate planning documents will be essential in the settling of your estate, including getting through probate.
The next time your family doesn’t want to discuss planning, mention one of these celebrity stories to get the conversation started.
A Revocable Trust allows you to retain control of all the assets in the Trust.