Posted by Jason Johnson | Oct 26, 2022 |
People often come to us curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up, here we're going to explain the tax implications associated with different types of trusts in order to clarify this issue. Of course, if you need further clarif...
Posted by Jason Johnson | Jul 05, 2022 |
If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan wisely to ensure your home will pass to your heirs in the most efficient and safe manner possible when you die or in the event you become incapacitated by illness or injury. Here in part two, we will outline the key advantages of using a trust to pass your home to your loved ones compared to other estate planning strategies.