My wife and I are about to get knee deep in the estate planning process which will include a revocable trust. The attorney we are planning to use has not specifically spoken to us using the words "tax planning". In general, I thought the revocable trust was the means of addressing tax planning. But perhaps I'm missing something.
What tax planning concepts should we expect the attorney to address if we are basically putting every asset in a revocable trust?
What tax planning concepts should we expect the attorney to address if we are basically putting every asset in a revocable trust?
Statistics: Posted by Cheego — Mon Aug 19, 2024 10:28 am — Replies 9 — Views 308