Revocable Trust Not For Asset Protection

There are trusts that can protect your assets, but a revocable trust is not one of them.

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When Does A Will Expire?

Great question that was recently asked by a potential client. She got bad advice...always double check any advice you get.

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How To Reduce Estate Taxes

1. A Life Insurance Trust, know as an ILIT.
2. Gifting.

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When Does A Revocable Trust Become Irrevocable?

While you are alive 'n kicking your revocable trust remains that way. After certain events, that revocable trust becomes irrevocable.

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What Is Tax Basis?

Death and Taxes...the only certainties. However, we can control how much of an assets value is subject to tax.

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