Portability can work well in some situations. But, there are many reasons setting up a credit shelter trust instead might be better in some situations. This article by my colleague and friend Steve Hartnett, an expert in estate planning, examines several reasons a credit shelter trust may result in a better outcome for the client. Read on to learn more.
Latest posts by Timothy P. Murphy (see all)
- Do You Have to Go through Probate with a Living Trust? - August 23, 2019
- Top 3 Reasons to Create a Living Trust - August 21, 2019
- Can’t I Just Transfer My Assets to My Adult Child to Qualify for Medi-Cal? - August 19, 2019