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If you’ve recently received an inheritance, you might not know what to do with it. However, a lack of planning today could mean you’re missing out on major opportunities.
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Trusts can play a crucial role in your estate planning strategy. They can reduce your taxable estate and allow you to determine how and where your assets will be transferred to your loved ones after you pass. A type of trust that can be particularly useful for couples is the credit shelter trust.
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You can use marital trusts to provide financial security for your loved ones while reducing your exposure to estate taxes. Learn how with this guide.
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Part of crafting a good estate plan is establishing a trust (or trusts). A trust can help reduce your estate tax liability and keep your assets where they belong: with your family and beneficiaries.
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A charitable lead trust (CLT) is a popular gifting technique that combines charitable planning with tax planning.