Will a Trust Help Your Kids Save on Taxes?

The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management

Trusts are often touted as smart estate planning tools, but could they actually reduce taxes for your heirs? In this listener mailbag episode, Frank responds to a question from Roger, who asks whether setting up a trust could help his children save on taxes when inheriting investment accounts.

Here’s what we discuss in this episode:

🤔Why many trusts don’t provide tax savings for the average estate

🧾 The current federal estate tax exemption threshold

🏛️ When trusts could be valuable estate planning tools beyond tax savings

⚖️ Working with an advisor AND attorney before making estate planning decisions

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