A revocable trust is treated the same as the individual for most purposes. But for some narrow purposes it can be treated differently. Read on to learn more.
- Roth IRAs Can Be a Great Planning Strategy: Advanced - August 5, 2021
- It’s Important to Have a Coordinated Estate Plan - August 3, 2021
- Revocable Trusts Are Not Always Treated the Same as an Individual - July 29, 2021