Joint vs Separate Living Trust: W...

Joint vs Separate Living Trust: What’s Right for YOU

Savvy Estate Planning by Jim Cunningham

Episode notes

Living Trust: How to set up! Should you consider separate Trusts in your Estate Plan, even though you’re married? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for help with a revocable living trust or to see what estate plan is right for you. Should you consider separate Trusts in your Estate Plan, even though you’re married? Certainly, a joint trust offers simplified administration and certain tax advantages, but separate trusts can offer greater flexibility, privacy, and more. Either way, having a joint or separate trust not tailored to your unique circumstances can result in bad consequences, including avoidable taxes, sticky administrative processes, and messy conflicts among beneficiaries. Join founder Jim  ... 

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Keywords
living trustEstate Planningcunninghamlegal