Recapture the Stretch-Out IRA with a CRT as Beneficiary of Your IRA
Maximize your IRA for your children with a Charitable Remainder Trust
Keep title of your home in your revocable living trust after you refinance
Maximize your IRA for your children with a Charitable Remainder Trust
California Probate is time consuming and expensive. A Revocable living trust will help your family avoid probate.
The IRS just issued Revenue Procedure 2022-32, which allows a surviving spouse to elect "portability." Read on to find out what this means for you.