Short-Cuts to Estate Planning can Lead to Costly Consequences
Over the years I get all kinds of questions from people. And boy, have I heard some doozies. But one common one I get is called the ‘lazy (or poor) man’s (or woman’s’) estate planning.’ This type of estate planning has some very negative tax consequences.
Does a Trust Have to Be Funded to Be Valid?
If you don’t also fund it, unexpected things can happen and some of those things may not reflect the intent to the grantor.
