Portability can work well in some situations. But, there are many reasons setting up a credit shelter trust instead might be better in some situations. This article examines several reasons a credit shelter trust may result in a better outcome for the client. Read on to learn more.
Clients notice Michael Robinson’s unique approach to his estate planning practice the minute they walk through his office doors.
Latest posts by Michael Robinson, Estate Planning Attorney (see all)
- What Are the Steps in the Probate Process? - September 23, 2021
- Changing “Irrevocable” Trusts Through Decanting - September 22, 2021
- Donor Advised Funds: Too Good to Be True? - September 15, 2021
