Credit Shelter Trust in St Petersburg Florida

Married with a large estate? Why you still need a credit shelter trust

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Even though portability now allows married couples to use up both spouses’ estate tax exemptions without having to make lifetime asset transfers or set up trusts, this “easier” path isn’t necessarily the better path. For couples with large estates, making lifetime asset transfers...
tampa accounting trasferring assets to your heirs

3 Strategies for Transferring Assets to Your Heirs

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In estate planning, how someone owns assets and arranges to transfer them after death can make a big difference to his or her heirs. This article looks at three options: joint tenancy with the right of survivorship; an irrevocable life insurance trust (ILIT); and a credit shelter...