FURTHER INSIGHT.....ON ESTATE PLANNING

Comparing Inter Vivos and Testamentary Trust

June 07, 2023 Season 1 Episode 6
Comparing Inter Vivos and Testamentary Trust
FURTHER INSIGHT.....ON ESTATE PLANNING
More Info
FURTHER INSIGHT.....ON ESTATE PLANNING
Comparing Inter Vivos and Testamentary Trust
Jun 07, 2023 Season 1 Episode 6

Creating and adhering to an estate plan is no simple task. Generally, the end goal of estate planning is to divide up and transfer assets to loved ones at a minimum or zero tax cost. Of course, a will is a good starting point, but it may be supplemented by various other estate planning techniques, including trusts.

Show Notes

Creating and adhering to an estate plan is no simple task. Generally, the end goal of estate planning is to divide up and transfer assets to loved ones at a minimum or zero tax cost. Of course, a will is a good starting point, but it may be supplemented by various other estate planning techniques, including trusts.