You likely have created revocable or irrevocable trusts, or a few of both, in your estate plan. Ideally, these have been properly drafted with plenty of flexibility so that they can continue to meet your wealth planning goals...more
1/23/2025
/ Beneficiaries ,
Decanting ,
Estate Planning ,
Estate Tax ,
Generation-Skipping Transfer ,
Irrevocable Trusts ,
Revocable Trusts ,
Tax Liability ,
Tax Planning ,
Trust Administration ,
Trustees ,
Trusts
In my last post about shared ownership of cottages, I discussed items to consider when deciding whether to create a plan for future generations to share the ownership and use of the family cottage or vacation property. Once...more