25 Jun Avoiding Probate with a Transfer-on-Death Deed

Posted at 22:57h in Estate Planning Strategies by TSG Wealth Management

If you want to leave your home to your children or other heirs and keep the property out of the costly and time-consuming probate process, you could place your home in a living trust. Trusts offer numerous advantages, but they incur up-front costs, often have...

05 Apr Trusts Offer More Than Estate Tax Protection

Posted at 09:56h in Estate Planning Strategies by TSG Wealth Management

The 2017 tax reform law effectively doubled the federal estate tax exclusion amount to $11.18 million for individuals who died in 2018 ($11.4 million in 2019). With the portability provision that allows the unused exclusion amount to pass to a surviving spouse, a married couple...

Estate Tax Tag

25 Jun Avoiding Probate with a Transfer-on-Death Deed

05 Apr Trusts Offer More Than Estate Tax Protection

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