As you begin to create your estate plan, you’re likely focused on how you can best share the assets you’ve acquired over the years with loved ones and worthy non-profit organizations. You’ll probably focus on ways to prevent your estate from being taxed unnecessarily...
Helping You Reach Your Goals
Month: August 2024
How do discretionary trusts work?
Many people use trusts to hold some or all of their estate. A trust can keep those assets from having to go through the time-consuming process of probate. In some cases, they can protect them from creditors, divorcing spouses, Medicaid and the IRS. One type of trust...