22 Sep What happens to property values in a trust when the trustor dies?
Assets receiving the step-up are also included in your taxable estate for estate tax purposes....
19 Sep Should I put my condo in an irrevocable trust?
Whether trusts are helpful is not one-size-fits-all....
10 Jul Will we really pay 39% in tax on this home sale?
If a home is in a trust, the tax structure changes....
10 Jul Can I get money from a house in a trust to care for Dad?
Much depends on whether the trust was properly executed....
30 Nov What would happen if a husband takes property out of a trust?
The details and language of a trust are the deciding factors....
25 Oct Do I have a right to see my sister’s trust?
Not everyone has a right to see someone else's estate planning documents. ...
04 Aug I got a trust through Suze Orman. Is it valid in N.J.?
You should work with someone who understands the laws of your state. ...
22 Jun How should payouts be made from an inherited IRA that’s in a trust?
The rules for inherited IRAs have changed, but the trust matters, too. ...
27 May My mom wants to lower my brother’s inheritance. Do we need a trust?
Whether a trust is necessary depends on a person's goals and wishes. ...
25 Feb Can I sell my house after I put it in a trust?
A trust can be a helpful estate planning tool. ...