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Questions from Our Readers

Here are some more great questions from some of my students.

Q. I have a home with equity of $400,000. Should this be in a trust?

A. No matter the value of your home, holding it in a trust will let you avoid probate and if you have the correct trust, let you avoid estate taxes. [...]

Celebrate! Make a Trust

Did you know that the third week in October is National Estate Planning Awareness Week? It is a good idea because:

70% of Americans do not have a basic will – those that have a will fail to keep it updated.
79% do [...]