Trusts are often touted as smart estate planning tools, but could they actually reduce taxes for your heirs? In this listener mailbag episode, Frank responds to a question from Roger, who asks whether setting up a trust could help his children save on taxes when inheriting investment accounts.
Here’s what we discuss in this episode:
🤔Why many trusts don’t provide tax savings for the average estate
🧾 The current federal estate tax exemption threshold
🏛️ When trusts could be valuable estate planning tools beyond tax savings
⚖️ Working with an advisor AND attorney before making estate planning decisions
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It’s T.I.M.E for a plan! Schedule a no-cost session here: https://calendly.com/oliverassetmanagement/schedule-a-meeting-with-frank-oliver?month=2023-09
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