Mallory Vincent, CPA, MBA has written the following article for the Greater Concord Chamber of Commerce, Chamber Review Newsletter.
Why set up a trust, even if you have a will?
"There are many reasons why creating a trust is crucial for wealth transfer, even if you have a will. These reasons can include asset protection and control, minimizing probate time and costs, and potentially minimizing tax obligations. This article is a general overview to highlight the reasons, and the value in creating a trust. Read on to see if you’ve got any of these reasons:"
Why set up a trust, even if you have a will?
"There are many reasons why creating a trust is crucial for wealth transfer, even if you have a will. These reasons can include asset protection and control, minimizing probate time and costs, and potentially minimizing tax obligations. This article is a general overview to highlight the reasons, and the value in creating a trust. Read on to see if you’ve got any of these reasons:"
RSS Feed