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....
Assets receiving the step-up are also included in your taxable estate for estate tax purposes....
Whether trusts are helpful is not one-size-fits-all....
If a home is in a trust, the tax structure changes....
Much depends on whether the trust was properly executed....
The details and language of a trust are the deciding factors....
Not everyone has a right to see someone else's estate planning documents. ...
You should work with someone who understands the laws of your state. ...
The rules for inherited IRAs have changed, but the trust matters, too. ...
Whether a trust is necessary depends on a person's goals and wishes. ...
A trust can be a helpful estate planning tool. ...