Trusts and Estate Planning

Read everything we have shared about trusts and estate planning

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Trusts and Estate PlanningTrusts and Estate Planning
Why everyone could use a Trust when leaving an inheritance

Why everyone could use a Trust when leaving an inheritance

Trusts provide valuable benefits for every asset level

Jason Toups
Jason Toups
Trusts and Estate PlanningTrusts and Estate Planning
Estate planning trade-off: Is it better to pay a large capital gains tax or a large estate tax?

Estate planning trade-off: Is it better to pay a large capital gains tax or a large estate tax?

Moving assets to an irrevocable trust avoids estate taxes but does not benefit from a stepped-up basis upon death. Is it still worth it?

Jason Toups
Jason Toups
Trusts and Estate PlanningTrusts and Estate Planning
The 3 reasons to establish an irrevocable trust

The 3 reasons to establish an irrevocable trust

Minimizing estate taxes, protecting assets from lawsuits, and qualifying for government programs

Jason Toups
Jason Toups
Trusts and Estate PlanningTrusts and Estate Planning
7 common myths about trusts

7 common myths about trusts

Trusts aren't as scary as they seem.

Jason Toups
Jason Toups
Trusts and Estate PlanningTrusts and Estate Planning
What can a trust do for you?

What can a trust do for you?

The power of trusts in your financial plan

Jason Toups
Jason Toups