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Tax Planning › Living Trust

Offit Kurman

The Risks of Bad Advice

Offit Kurman on

In this episode of Trust Us, Danielle Friedman, Herb Fineburg, and Max McCauley tackle the pitfalls of common estate planning advice, highlighting the risks of adding children to bank accounts or deeds purely for convenience....more

Kilpatrick

Asset Protection Planning from A-Z: 26 Things to Think About Before Jumping In

Kilpatrick on

Let’s work off of this premise: an estate planner’s job is to help a client pass their value and values to the following generations to the fullest extent possible, addressing as many of the obstacles in doing so as...more

Chambliss, Bahner & Stophel, P.C.

Understanding the Differences Between a Living Trust and an Irrevocable Trust

Chambliss, Bahner & Stophel, P.C. on

You may be thinking about setting up a trust to protect your assets, save on estate taxes, or perhaps set aside money for a special needs family member. Before you commit to a plan, make sure you understand the differences...more

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