We explain how trusts can help avoid probate, when gifting makes sense, and when it can create problems. We also discuss why estate planning works best when attorneys, CPAs, financial advisors, and other professionals work together to look at the full picture.
If you have ever wondered whether you need a trust, how gifting really works, or how taxes fit into estate planning decisions, this episode walks through it in plain language.
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By: Short & Stevens Law
Title: This Year’s Estate Planning and Taxes Explained
Sourced From: www.youtube.com/watch?v=mRjIWFZQZ7k
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