CHANGES IN ESTATE TAX RULES AND THE NEED TO REVIEW YOUR TRUST DOCUMENTS: An issue arising under married couples’ trusts signed prior to 2015

2022-09-15T22:38:12+00:00By |Estate and Tax Planning, The Advisor|Comments Off on CHANGES IN ESTATE TAX RULES AND THE NEED TO REVIEW YOUR TRUST DOCUMENTS: An issue arising under married couples’ trusts signed prior to 2015

January 2022 Many people create revocable probate avoidance type trusts and then mistakenly believe that they do not need to again look their estate planning documents until a crisis arises. Unfortunately, it may then be too late to avoid expensive steps to correct the issues that may have developed in the meantime. A very common [...]