Tag: Revocable Trusts
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Trusts Part 2: Revocable Trust for Non-Taxable Estates
You’ve probably heard of revocable living trusts, but do you know their history, or how they can be used to help clients avoid the Secure Act? In this post, we’ll walk you through a brief history of revocable trusts, advantages and disadvantages of revocable living trusts, and how such trusts…