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Estate Planning

What Assets Can Go Into a Revocable Living Trust?

Many people think they should create a trust, but they don’t quite understand how it might benefit them. A revocable trust can both mitigate your tax burden and help beneficiaries avoid long and costly probate processes. Before you start a trust, though, you must ensure it will work for your goals. If you don’t, you may be wasting time and money and create a big mess for your family. 

Video: Elder Law with the Manchester Living Podcast

The Manchester Living Podcast’s Brian Levy recently hosted Jeff Kort, a Dallas-area financial advisor, and myself, Steve Holman, to discuss the ins and outs of elder law. You can watch the video right here, or look below for 5 important takeaways from our conversation.

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