No Unfinished Business Q&A: TRUSTS
Answering your trust questions
Our firm gets a ton of questions about trusts, and whether or how clients should set one up as part of their estate or wealth management plans. So I decided to compile and answer a bunch of those common questions in one fell swoop in a livestream.
I cover all these topics and more.
– How can a trust protect me and my assets?
– My trust was formed in another state. What do I need to do to make sure that my trust doesn’t cause problems in Texas?
– How much money/assets do I need to have for a trust to make sense?
– What’s the difference between a revocable trust and an irrevocable trust?
– If I don’t have many assets, does that mean I don’t need a trust?
– I don’t have any kids, does that mean I don’t need a trust?
– I heard that trusts can help you avoid probate. How does this work?
– How does a rev trust differ from a living will?
– What is a deferred sale trust?
If you’ve wondered about any of these, click through to watch the video, and if there are questions that I didn’t get to, let me know with a quick email!
Schedule a call with Strohmeyer Law.
End-of-Year Strategies for Irrevocable Gifting Trusts
As the year draws to a close, there are some crucial actions to take with an irrevocable gifting trust.
What to Do If You Receive an IRS Letter
Receiving a letter from the IRS might send shivers down your spine. So what's your first step? Is it always a cause for alarm? Let's walk through what you should do.
Why You Need a Trademark
We'll explain the the four main areas of intellectual property for business owners, why trademarks are crucial, and how to get your marks registered.
