A revocable living trust is a valuable tool to protect and preserve your assets both for you, your children and future generations. A living trust can help you avoid the unnecessary costs and delays associated with Probate and can help you minimize or avoid estate and inheritance taxes. Like any plan, your living trust should be reviewed periodically to ensure that it … [Read more...] about Is My Living Trust Obsolete?
Archives for June 2019
The Use of Alternative Investments within the Deferred Sales Trust
The Deferred Sales Trust is designed so that the proceeds of the sale of a business, real property or highly appreciated collectables can achieve tax deferred status. The original seller of the appreciated asset first sells the asset to the Trustee of the Trust, who then “re-sells” the property to the intended buyer. The transaction is effectively completed in what could be … [Read more...] about The Use of Alternative Investments within the Deferred Sales Trust