Brian shares the #1 common mistake that he sees with Living Trusts, whether professionally prepared by an attorney or prepared by you. That big mistake? Failing to retitle all of your assets into the living trusts name. Why is this important? Doing so will avoid a large tax bill on the inheritance. In this video, Brian also shares a tax … Read More
A tax savings loophole you need to know about
Thanks to a little known tax loophole, jointly owned accounts can get a 100% stepped up tax basis. Here’s the 411…