Portability can work well in some situations. But, there are many reasons setting up a credit shelter trust instead might be better in some situations. This article examines several reasons a credit shelter trust may result in a better outcome for the client. Read on to learn more. Basics of Estate Planning: Portability vs. Credit Shelter Trust
Brandon McGee enjoys a successful law practice focusing on estate planning, elder law, Medicaid preplanning and crisis planning, and probate. Brandon and his team combine legal skills with compassion and understanding to develop estate plans that are personalized to the needs of each of their clients.
Latest posts by Brandon McGee (see all)
- What To Do If You’re Not Confident in Your Estate Plan - December 7, 2022
- Common Mistakes in Estate Planning – Part I - December 6, 2022
- The Top Causes of Estate Planning Failure - November 30, 2022
