Basics of Estate Planning: Portability vs. Credit Shelter Trust

June 22, 2020 by Brandon McGee

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 … [Read more...] about Basics of Estate Planning: Portability vs. Credit Shelter Trust

Basics of Estate Planning: Portability

June 21, 2020 by Brandon McGee

What is “portability” and how is it elected? This article discusses these topics and explains some shortcuts that can be taken when filing a return only for portability. Basics of Estate Planning: Portability … [Read more...] about Basics of Estate Planning: Portability

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

Client Review

May 25, 2021

Brandon McGee is knowledgeable, experienced and professional regarding Estate Planning. The entire process of multiple meetings to establish our input, draft and sign documents and fund the Trust were well organized and clearly explained. At completion, we were presented with a very well organized binder with the documents (both paper and electronic) and lists for future action. In short, we find Brandon McGee and his staff to be competent, professional and friendly. ~ Brian C.

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