Basics of Estate Planning: Portability vs. Credit Shelter Trust

Nov 1, 2017

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. Basics of Estate Planning: Portability vs. Credit Shelter Trust

Page Tools

  • Share this page SHARE
  • Print Friendly and PDF

Other Articles You May Find Useful

Staying Current on Estate Planning
New Tax Proposal re: Retirement Savings
Modifying an Irrevocable Trust
Trust Protectors Add Flexibility
Making Trusts More Flexible
When and Where You Die Matters

Leave a Reply

  • (will not be published)

XHTML: You can use these tags: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>