Reasons to form an Irrevocable Trust

Reasons to form an Irrevocable Trust

The major reasons for wanting to form an irrevocable trust. As the article states, caution is needed as “an irrevocable trust that protects you from estate taxes is usually not Medicaid-compliant, and was most likely not set up with a permissible trustee to...
2020 Estate Planning and Wills Study

2020 Estate Planning and Wills Study

The data according to Caring.com shows that “a majority of people believe estate planning is important, but a low number of people actually have documents in place which likely indicates a lack of education and familiarity with the process.” Even more...