Class 3: Estate Planning and Living Trusts – Put Your Trust in Living Trusts
How can a Living Trust reduce or eliminate estate and gift taxes while protecting assets for long-term care? Who are the parties to a Living Trust?
Learn the basic types of Living Trusts. What is the difference between Revocable and Irrevocable Living Trusts? When do you use each?
How is a Last Will and Testament used in conjunction with Living Trusts?
Have are the various types of Living Trusts structured?
Learn how to eliminate capital gains taxes while planning for chronic long-term care expenses.
What are Grantor Trusts and how to use these trusts to your advantage. Learn how an Irrevocable Life Insurance Trust can remove the value of your life insurance out of your taxable estate.