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When Should You Fund a Trust?

October 11, 2021
For larger estates, a revocable trust is generally the most effective tool for avoiding probate. It involves some setup costs. However, it allows you to manage the disposition of all of your wealth in one document, while retaining control and reserving the right to modify your plan.
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A Trust May Be Answer to Protecting Your Legacy

October 4, 2021
Life is messy sometimes. Divorce, bankruptcies and lawsuits happen. They can potentially wipe out the inheritance you’ve carefully set aside for your loved ones. However, there are many trust options to help keep life from ruining your legacy.
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Selling a Home Owned by an Irrevocable Trust.

September 25, 2021
I’m a trustee selling a home in irrevocable trust for a parent who died. There are two beneficiaries who will get the sale proceeds with a stepped-up basis. I’m filing Form 1041 but do I still have to file a Form 1040 to report anything for the beneficiaries?
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Will I Live Longer, if I Babysit the Grandchildren?

Looking for an extra incentive to spend some quality time with your grandchildren? Try telling their parents that it could extend your life.
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