Hi
I'm always telling clients to make sure they "fund" their trust. A trust lets you avoid probate, but it doesn't work unless the trust owns all of the property--well, almost all of the property. There are
assets that shouldn't be owned by a trust, but do need to be addressed. My
YouTube video details what should and should not be put into a trust and why.
Lee Phillips, JD
US Supreme Court Counselor
P.S. Know what else
you should NOT do? You should NOT miss our
Boot Camp this October 29-30. The LA Times said that most people will miss out on thousands of dollars in tax savings this year. The new tax laws are complex and they can't afford the accounting specialists that will help them cash in on the savings. We will have two
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