LIVING TRUST TIPS Living Trusts do NOT avoid probate, unless assets are held in the name of the trust. Having a Living Trust does NOT mean you have a completed estate plan. Having a Living Trust does NOT mean there will be no estate taxes when you die. When a person with a Living Trust […]
ADVANCED ESTATE TAX PLANNING TECHNIQUES The following is a summary of various Advanced Estate Tax Planning Techniques available for eliminating or minimizing estate taxes. While not all techniques may be appropriate for your situation, you should see which ones might be beneficial to you and your family.
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