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Don't put these 5 assets in a trust if you want kids to bypass probate

If the goal is to help children bypass probate, a living trust is only part of the strategy, not a catchall bucket for every ...
Forbes

Spousal Lifetime Access Trusts: A Strategic Estate Planning Tool For Taxable Estates

Royce Ramey, CFA, is co-CEO of Versant Capital Management, a multifamily office in Dallas and Phoenix serving ultra-high-net-worth families. As an advisor working with ultra-high-net-worth families, I ...
AOL

Don't put these 5 assets in a living trust. How to help your kids bypass probate when you die

This article adheres to strict editorial standards. Some or all links may be monetized. If you will, allow us to present the hypothetical case of Pete Moneywise, a married, 78-year-old father of three ...