Thank you very much for the interesting article, DrLefty! I had a question: At what point should one consider a trust? Obviously at $10,000 it would be overkill, but at $10 million, one should likely consider it: so when is the tipping point at which point one would be better off doing one?
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Thank you very much for the interesting article, DrLefty! I had a question: At what point should one consider a trust? Obviously at $10,000 it would be overkill, but at $10 million, one should likely consider it: so when is the tipping point at which point one would be better off doing one?
Post: A Better Plan
Link to comment from May 10, 2023