Number 1: Avoidance of Probate Establishig a revocable trust, and properly funding the trust, avoids probate on assets that would traditionally trigger probate. These assets include real estate and privately…
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Misconception 1: Gifts are taxable to giver or receiver A common misconception is that gifts during life are taxable on the giver or the receiver. Individuals can give away up…
A common challenge clients face when setting up their estate plan is who to choose for the roles of guardian, executor, and trustee. Often clients choose the same person for each…