Revocable Trusts and Planning Your Estate

Revocable Trusts and Estate Planning

Revocable Trusts (also known as “living trusts” are highly recommended by many estate planning practitioners. Prior to creating your trust, steps need to be taken to identify, transfer appropriate assets to the trust.

Attached is a pdf for you to use as a guide for determining the establishment of a revocable trust, the funding of it, transferring assets and some of the pitfalls.

Revocable Trusts-A Guide to Your Estate Planning

Contact an estate planning attorney to discuss setting up a trust. Feel free to contact us for our recommendations at 603-382-8867

 It All Adds Up Individual tax planning  
We're about people Your personal tax return is as important to us as our business clients. See How it All Adds Up >>

Click and Download Health Insurance Requirements

flsa rrequirements

Sign Up for Our Newsletter

Stay up to date with the latest tax policies.