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How to Avoid Probate with a Revocable Trust

How to Avoid Probate with a Revocable Trust

A revocable trust allows assets correctly transferred into the trust during the grantor’s lifetime to bypass probate. This can simplify asset distribution and help preserve privacy.

What Happens to Federal Estate Tax in 2025?

What Happens to Federal Estate Tax in 2025?

The IRS has clarified that benefits used under the current exemption won’t be subject to future reduction or ‘claw-back,’ meaning that proactive estate planning can lock in a permanent tax advantage, making now an opportune time to act.