Does an A B living trust have any disadvantages?
Mar 15, 2016
An AB trust, sometimes referred to as an ABC trust, does have several disadvantages. The purpose of why we setup AB trusts were to avoid federal estate tax when the threshold was very low. Now in 2016...
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Does a revocable living trust offer asset protection?
Mar 15, 2016
A Revocable Living Trust does not offer any asset protection for the person setting it up. It does not offer asset protection for creditors, for a divorce, for medi-cal, or for veterans benefits purpo...
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Taxes & Estate Planning- What you should know
Jul 20, 2015
This guide explains the top taxes clients ask about related to their estate plan. Federal Estate Tax Many clients ask about the federal estate tax. The fact is, most clients (99.8%) do not need to wo...
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