More Articles for Your Finances

Ten reasons why you need a trust

Christine Fletcher •
Forbes
Smiling adult sisters hanging out in kitchen eating lunch

Clients often ask, “Why do I need a trust?” This question comes up even more frequently since Congress passed the Tax Cuts and Jobs Act of 2017, which increased the federal estate tax exemption amount from approximately $5 million per person to $11 million per person or $22 million per couple. Those amounts are adjusted

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